Bruce Chargo, financial advisor Clio MI
93 score

Bruce Chargo

CRD Number: 1155105
Current Firm: Spc

Bruce Chargo (CRD# 1155105) is an Investment Advisor Representative working at Spc in Clio, MI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI May 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Bruce P. Chargo
Phone Number: 734-663-1611
Registered State(s):
  • CO
  • MI
  • FL
  • MO
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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