Bruce GarberCRD Number: 1832786
Current Firm: Questar Asset Management, Inc.
Bruce Garber (CRD# 1832786) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Palm Beach Gardens, FL and has over 27 years of experience in the finance industry.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|Questar Asset Management||Minneapolis, MN||Jul 2015 - Current||1|
|Questar Capital Corporation||Minneapolis, MN||Jul 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Lauderdale, FL||Jul 2014 - Jul 2015||1|
|Unemployed||Lake Worth, FL||Apr 2014 - Jul 2014||< 1|
|Wells Fargo Advisors, LLC||West Palm Beach, FL||Feb 2014 - Apr 2014||< 1|
|Unemployed||Lake Worth, FL||Nov 2013 - Feb 2014||< 1|
|Pnc Investments||West Palm Beach, FL||Nov 2009 - Nov 2013||4|
|Natcity Investments, Inc.||Cleveland, OH||Mar 2009 - Nov 2009||< 1|
|National City Bank||West Palm Beach, FL||Mar 2009 - Nov 2009||< 1|
|Wm Financial Services, Inc.||Lake Worth, FL||May 1998 - Jan 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
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:
- Financial Issue
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
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