Bruce Russo (CRD# 1449565) is an Investment Advisor Representative working at Russo Investment Management in Cincinnati, OH and has over 38 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Kroger Company | Cincinati, OH | Sep 1995 - Current | 28 |
| Bruce Edward Russo | Cincinnati, OH | Jul 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- OH
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$962,908
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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