Bruce SwansonCRD Number: 1113446
Current Firm: Portfolio Design Services, LLC
Bruce Swanson (CRD# 1113446) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Roanoke, VA and has over 31 years of experience in the finance industry.
Roger R. Bell & Company, Inc.
Ameriprise Financial Services, Inc.
Wells Fargo Clearing Services, LLC
|Portfolio Design Services, LLC||Denver, CO||May 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1986|
|S65||NASAA Investment Advisors Law Examination||Apr 1993|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
- Customer Dispute
Total Assets Under Management99MILLIONS
Total Number of Accounts553ACCOUNTS
Average Account Value$178,119
- 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
- Pension consulting services
CO, FL, IL, VA, VI, WI