Bruce WilliamsonCRD Number: 6087709
Current Firm: H.d. Vest Advisory Services, Inc.
Bruce Williamson (CRD# 6087709) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Manchester, NH and has over 4 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|H.d Vest Advisory Services||Manchester, NH||Nov 2013 - Current||3|
|H.d. Vest Investment Services||Manchester, NH||Jun 2012 - Current||5|
|Williamson's Accounting & Tax Services, LLC||Manchester, NH||Jan 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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