Jody Bruce (CRD# 4120968) is an Investment Advisor Representative working at United Brokerage Services Inc. in Fredericksburg, VA and has over 24 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Brokerage Services Inc. | Glen Allen, VA | Mar 2022 - Current | 2 |
| The Prudential Insurance Company Of America | Glen Allen, VA | Oct 2019 - Mar 2022 | 2 |
| Pruco Securities LLC | Glen Allen, VA | Oct 2019 - Mar 2022 | 2 |
| Securian Financial Services | St. Paul, MN | Apr 2017 - Oct 2019 | 2 |
| Minnesota Life | St. Paul, MN | Apr 2017 - Oct 2019 | 2 |
| Virginia Asset Management | Midlothian, VA | Apr 2017 - Oct 2019 | 2 |
| Nationwide Insurance Co | Columbus, OH | Jan 2005 - Apr 2017 | 12 |
| Nationwide | Newark, DE | Jan 2005 - Apr 2017 | 12 |
| Myra Cannon And Associates | Midlothian, VA | Jul 2002 - Oct 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- VA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$316,134
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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