Bruce Smith (CRD# 4621620) is an Investment Advisor Representative working at Wealthkare.com, Inc. in Mount Union, PA and has over 17 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 |
| American Assets Financial Corporation | Mount Union, PA | Sep 2003 - Current | 20 |
| Wealthkare.com, Inc. | Shirleysburg, PA | Dec 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
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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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