Bruce FavoratCRD 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 34 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.
Prosperity Wealth Management, Inc.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Ssn Advisory, Inc.||North Andover, MA||Apr 2012 - Current||6|
|Securities Service Network||North Andover, MA||Apr 2012 - Current||6|
|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|
Total Assets Under Management2,679MILLIONS
Total Number of Accounts12,550ACCOUNTS
Average Account Value$213,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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