Bruce Graev, financial advisor Naples FL

Bruce Graev

CRD Number: 718401
Current Firm: Lpl Financial LLC

Bruce Graev (CRD# 718401) is an Investment Advisor Representative working at Lpl Financial LLC in Naples, FL and has over 22 years of experience in the finance industry. Bruce Graev has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Naples, FL May 2015 - Current 7
Guardian Life Insurance Co Of America Naples, FL Aug 2014 - May 2015 < 1
Park Avenue Securities LLC Naples, FL Aug 2014 - May 2015 < 1
Guardian Life Insurance Co Of America Ft Myers, FL Mar 2013 - Aug 2014 1
Park Avenue Securities LLC Ft Myers, FL Mar 2013 - Aug 2014 1
Gaurdain Life Insurqance Company Estero, FL Oct 2010 - Mar 2013 2
Park Avenue Securities Estero, FL Oct 2010 - Mar 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Bruce Graev
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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