Bruce Wilcox (CRD# 7129583) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Deering Wealth Team | Franklin, TN | Feb 2020 - Current | 4 |
| Moolah Coaching | Franklin, TN | Jul 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Franklin, TN | May 2019 - Current | 5 |
| Southwestern Investment Advisory Services | Franklin, TN | Jul 2019 - Oct 2022 | 3 |
| Southwestern Investment Group | Franklin, TN | Jul 2019 - Oct 2022 | 3 |
| Us Census | Franklin, TN | Aug 2020 - Aug 2020 | < 1 |
| Lucke & Associates | Breckenridge, CO | May 2018 - May 2019 | 1 |
| Jones And Sager Co | St Charles, IL | Jan 2018 - May 2018 | < 1 |
| Taylor University | Upland, IN | Aug 2017 - Jan 2018 | < 1 |
| Grant Thornton LLP | Oklahoma City, OK | Jun 2017 - Aug 2017 | < 1 |
| Taylor University | Upland, IN | Aug 2016 - May 2017 | < 1 |
| Eide Bailly LLP | Oklahoma City, OK | Jun 2016 - Aug 2016 | < 1 |
| Taylor University | Upland, IN | Mar 2013 - Aug 2016 | 3 |
| Taylor University | Upland, IN | Aug 2014 - Jun 2016 | 1 |
| Unemployed | Oklahoma City, OK | Jan 2008 - Jun 2016 | 8 |
| Taylor University | Upland, IN | Aug 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TN
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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, VI, VT, WA, WI, WV, WY
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