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
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|H.d. Vest Advisory Services||Potomac, MD||Jul 2002 - Current||15|
|H.d. Vest Investment Services||Rockville, MD||Feb 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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)
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