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 2 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
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