Bruce Broussard, financial advisor Orlando FL
83 score

Bruce Broussard

CRD Number: 1982453
Current Firm: Securian Financial Services, Inc.

Bruce Broussard (CRD# 1982453) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Orlando, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
The Continuing Education Academy Ft Myers, FL Oct 2004 - Current 12
Omni Resource Group Ft. Myers, FL Apr 2004 - Current 12
Minnesota Life Insurance Company St. Paul, MN Mar 2004 - Current 12
Securian Financial Services St. Paul, MN Mar 2004 - Current 12
Harrelson Holdings Orlando, FL Mar 2004 - Current 12
Broussard & Smith Orlando, FL Nov 1995 - Current 21
Orange County School Board Orlando, FL Jan 1995 - Dec 2006 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Dec 1999
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
Get Details on the FINRA Advisor Check site
Contact Info for Bruce K. Broussard
Phone Number: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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