Bruce BeagleyCRD Number: 6256308
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bruce Beagley (CRD# 6256308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hingham, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Bank Of America, N.a.||Hingham, MA||Feb 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hingham, MA||Sep 2013 - Current||3|
|Mrag Americas, Inc.||Essex, MA||Mar 2012 - Sep 2013||1|
|Itagrated Statistics||Woods Hole, MA||Feb 2010 - Mar 2012||2|
|Ais Inc.||New Bedford, MA||Sep 2009 - Feb 2010||< 1|
|Keenan Painting||Weymouth, Ma, MA||May 2009 - Sep 2009||< 1|
|Unemployed||Hull, MA||Dec 2008 - Apr 2009||< 1|
|Alamar Construction||Scituate, MA||Jan 2008 - Dec 2008||< 1|
|Unemployed||Scituate, MA||Sep 2007 - Dec 2007||< 1|
|Saint Anns School||Dorchester, MA||Sep 2006 - Sep 2007||1|
|Battelle||Duxbury, MA||Oct 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.