Bruce Favorat, financial advisor North Andover MA
96 score

Bruce Favorat

CRD Number: 1133775
Current Firm: Ssn Advisory, Inc.

Bruce Favorat (CRD# 1133775) is an Investment Advisor Representative working at Ssn Advisory, Inc. in North Andover, MA and has over 33 years of experience in the finance industry. Bruce Favorat 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
Ssn Advisory, Inc. North Andover, MA Apr 2012 - Current 4
Securities Service Network North Andover, MA Apr 2012 - Current 4
Securities America Advisors Inc. Omaha, NE Nov 1994 - Apr 2012 17
Securities America, Inc. N Andover, MA Sep 1994 - Apr 2012 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Bruce A. Favorat
Phone Number: 800-264-5499
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
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
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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