Bruce PetersonCRD Number: 361290
Current Firm: Halbert Hargrove
Bruce Peterson (CRD# 361290) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 39 years of experience in the finance industry.
Raymond James & Associates, Inc.
Grove Point Advisors, LLC
Awm Capital, LLC
|Halbert Hargrove & Co||Long Beach, CA||Mar 2008 - Current||14|
|Halbert Hargrove/russell LLC||Long Beach, CA||May 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
Total Assets Under Management3,031MILLIONS
Total Number of Accounts4,099ACCOUNTS
Average Account Value$739,444
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MI, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI
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