Bruce SmithCRD Number: 4594958
Current Firm: Premier Financial Group Inc.
Bruce Smith (CRD# 4594958) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Eureka Financial Planners, LLC
Wells Fargo Advisors, LLC
|Premier Financial Group||Eureka, CA||Jul 2002 - Current||15|
|Transpacific America||Mckinleyville, CA||Apr 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management435MILLIONS
Total Number of Accounts922ACCOUNTS
Average Account Value$471,415
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, OR, TX