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 10 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