Bruce Pivar, financial advisor Naples FL
63 score

Bruce Pivar

CRD Number: 1231443
Current Firm: Independent Financial Partners

Bruce Pivar (CRD# 1231443) is an Investment Advisor Representative working at Independent Financial Partners in Naples, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
(hybrid) Independent Financial Partners Naples, FL Jul 2010 - Current 6
Lpl Financial, LLC Naples, FL Sep 2009 - Current 7
Waterstone Financial Group Itasca, IL Oct 2002 - Sep 2009 6
Bruce A. Pivar Naples, FL Oct 1984 - Sep 2009 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Jun 1996
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Bruce A. Pivar
Phone Number: 813-341-0960
Registered State(s):
  • FL
  • VA
  • ID
  • IL
  • OH
  • PA
  • WI
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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BADGES
63

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