Bruce Lear (CRD# 2512908) is an Investment Advisor Representative working at Novem Group in Grand Island, NE and has over 29 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook, NY | Jan 2019 - Current | 5 |
| Novem Group | Rochester, NY | Jan 2019 - Current | 5 |
| Bruce Lear | Kearney, NE | Jan 2012 - Current | 12 |
| City Of Kearney | Kearney, NE | Dec 2004 - Current | 19 |
| Securities America, Inc. | Kearney, NE | Apr 2012 - Jan 2019 | 6 |
| Securities America Advisors, Inc. | Kearney, NE | Apr 2012 - Jan 2019 | 6 |
| Black Oak Investment Council, Inc. | Kearney, NE | Mar 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- AZ
- CO
- FL
- GA
- IL
- NE
- NY
- TX
-
Total Assets Under Management1,171MILLIONS
-
Total Number of Accounts4,381ACCOUNTS
-
Average Account Value$267,206
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.