Bruce Hesse (CRD# 2638672) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 26 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthspring Financial Partners LLC | Mt Arlington, NJ | Jan 2023 - Current | 1 |
| Avantax Investment Services, Inc. | Flemington, NJ | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Flemington, NJ | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Flemington, NJ | Nov 2016 - Current | 7 |
| Private Advisor Group, LLC | Morristown, NJ | Oct 2016 - Current | 7 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Flemington, NJ | Jan 2005 - Current | 19 |
| 1st Global Capital Corp | Flemington, NJ | Nov 2016 - Oct 2019 | 2 |
| 1st Global Advisors, Inc. | Flemington, NJ | Nov 2016 - Oct 2019 | 2 |
| Lpl Financial, LLC | Flemington, NJ | Oct 2016 - Nov 2016 | < 1 |
| Hesse Financial Service | Flemington, NJ | Jan 1984 - Nov 2016 | 32 |
| 1st Global Advisors, Inc. | Flemington, NJ | Jan 2007 - Oct 2016 | 9 |
| 1st Global Insurance Services, Inc. | Flemington, NJ | Mar 2006 - Oct 2016 | 10 |
| 1st Global Capital Corp. | Flemington, NJ | Sep 2005 - Oct 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- NJ
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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