Bruce RobbinsCRD Number: 1309339
Current Firm: Summit Financial Group Inc.
Bruce Robbins (CRD# 1309339) is an Investment Advisor Representative working at Summit Financial Group Inc. in Palm Desert, CA and has over 33 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Summit Financial Group||Ontario, CA||Mar 2010 - Current||7|
|Summit Brokerage Services||Ontario, CA||Mar 2010 - Current||7|
|Wachovia Securities Financial Network, LLC||Ontario, CA||Dec 2004 - Mar 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1992|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV