Robert Bruce, financial advisor Eaton CO
96 score

Robert Bruce

CRD 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 30 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.

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Professional Designations
Company Name Location Dates Years
Rockin G Energy LLC Weatherford, TX Apr 2016 - Current < 1
Monarch Promotional Design LLC Eaton, CO Oct 2011 - Current 5
H.d. Vest Advisory Services Eaton, CO Oct 2009 - Current 7
H.d. Vest Investment Services Eaton, CO Dec 2008 - Current 8
Robert V Bruce, Cpa Eaton, CO Mar 1978 - Current 38
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
H D Vest Englewood, CO Aug 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
Contact Info for Robert V. Bruce
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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