Bruce PearlmanCRD Number: 4517241
Current Firm: H.d. Vest Advisory Services, Inc.
Bruce Pearlman (CRD# 4517241) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Potomac, MD and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|H.d. Vest Advisory Services||Potomac, MD||Jul 2002 - Current||15|
|H.d. Vest Investment Services||Rockville, MD||Feb 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY