Bruce McLaren (CRD# 3029115) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Sugar Hill, NH and has over 25 years of experience in the finance industry.
CRD# 5131861
Stifel, Nicolaus & Company, Incorporated
CRD# 6380209
Lpl Financial LLC
CRD# 6999291
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chalice Wealth Advisors, LLC | San Diego, CA | Nov 2018 - Current | 5 |
| Mascoma Wealth Management | Hanover, NH | Feb 2015 - Oct 2018 | 3 |
| Lpl Financial, LLC | Littleton, NH | Feb 2015 - May 2015 | < 1 |
| Mascoma Savings Bank | Hanover, NH | Mar 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- NH
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Total Assets Under Management1,043MILLIONS
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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