Bruce Brownell, financial advisor Ponte Vedra Beach FL
96 score

Bruce Brownell

CRD Number: 1779959
Current Firm: Valmark Advisers, Inc.

Bruce Brownell (CRD# 1779959) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry. Bruce Brownell 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
Valmark Advisers, Inc. Akron, OH Jan 2012 - Current 4
Valmark Securities, Inc. Akron, OH Dec 2011 - Current 5
Fulcrum Partners, LLC Ponte Vedra Beach, FL Jul 2007 - Current 9
Nfp Securities, Inc. Ponte Vedra Beach, FL Jul 2007 - Dec 2011 4
Clark/bardes Financial Services, Inc. Los Angeles, CA Jul 2001 - Jul 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Bruce H. Brownell
Phone Number: 800-765-5201
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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
96
Clean Record
This advisor has a clean track record with regulators.

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