Barbara Bruser, financial advisor Los Angeles CA
91 score

Barbara Bruser

CRD Number: 4628422
Current Firm: First Republic Investment Management, Inc.

Barbara Bruser (CRD# 4628422) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Republic Investment Management Los Angeles, CA Apr 2011 - Current 5
First Republic Bank Los Angeles, CA Jun 2010 - Current 6
City National Bank Beverly Hills, CA Sep 2002 - Jun 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
Contact Info for Barbara Bruser
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
  • HI
  • WA
  • FL
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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