Bruce Smith (CRD# 1639467) is an Investment Advisor Representative working at Wealthkare.com, Inc. in Mount Union, PA and has over 37 years of experience in the finance industry.
CRD# 3242786
Sterling Wealth And Retirement Services, LLC
CRD# 1973907
Ameriprise Financial Services, LLC
CRD# 6497539
Row Your Own Boat
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ria Wealth Solutions, LLC | Mount Union, PA | Jan 2019 - Current | 5 |
| Get More Retirement, LLC | Mount Union, PA | May 2014 - Current | 9 |
| Wealthkare.com, Inc. | Shirleysburg, PA | Jan 1997 - Current | 27 |
| American Assets Finl. Corp | Mount Union, PA | Jul 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management74MILLIONS
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Total Number of Accounts605ACCOUNTS
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Average Account Value$122,057
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
MD, PA, WA
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