Bruce Smith, financial advisor Eureka CA
93 score

Bruce Smith

CRD 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.

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Company Name Location Dates Years
Premier Financial Group Eureka, CA Jul 2002 - Current 14
Transpacific America Mckinleyville, CA Apr 1994 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Bruce A. Smith
Phone Number: 707-443-2741
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    435
    MILLIONS
  • Total Number of Accounts
    922
    ACCOUNTS
  • Average Account Value
    $471,415
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, OR, TX

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

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