Robert BruceCRD Number: 1444235
Current Firm: H.d. Vest Advisory Services, Inc.
Robert Bruce (CRD# 1444235) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Eaton, CO and has over 32 years of experience in the finance industry. Robert Bruce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
First National Capital Markets, Inc.
Martin Wealth Management, LLC
Abernathy Financial Planning, LLC
|Rockin G Energy LLC||Weatherford, TX||Apr 2016 - Current||2|
|Monarch Promotional Design LLC||Eaton, CO||Oct 2011 - Current||6|
|H.d. Vest Advisory Services||Eaton, CO||Oct 2009 - Current||8|
|H.d. Vest Investment Services||Eaton, CO||Dec 2008 - Current||9|
|Robert V Bruce, Cpa||Eaton, CO||Mar 1978 - Current||40|
|C&h Excavation LLC||Eaton, CO||Mar 2013 - Dec 2014||1|
|Monarch Financial And Accounting, LLC||Englewood, CO||Aug 2006 - Dec 2011||5|
|Monarch Financial And Accounting||Englewood, CO||Aug 2006 - Dec 2011||5|
|The Mavericks Companies||Englewood, CO||Jun 1998 - Sep 2011||13|
|Morgan Medical Equip & Supply||Fort Morgan, CO||Oct 1995 - Sep 2011||15|
|Morgan Medical Equipment & Supply||Fort Morgan, CO||Sep 1983 - Sep 2011||28|
|4 Leaf Ponds And Landscape,llc||Eaton, CO||Sep 2005 - Dec 2010||5|
|1st Global Insurance Services, Inc.||Englewood, CO||May 2008 - Dec 2008||< 1|
|I.m. Wealth Care, LLC||Eaton, CO||Sep 2007 - Dec 2008||1|
|1st Global Capital Corp||Eaton, CO||Nov 2006 - Dec 2008||2|
|1st Global||Dallas, TX||Oct 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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