Bruce Holdridge, financial advisor Rockport MA

Bruce Holdridge

CRD Number: 1050676
Current Firm: Standard Planning Company

Bruce Holdridge (CRD# 1050676) is an Investment Advisor Representative working at Standard Planning Company in Rockport, MA and has over 41 years of experience in the finance industry. Bruce Holdridge 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
The Standard Planning Company Southern Pines, NC May 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
Contact Info for Bruce E. Holdridge
Phone Number: 617-894-2243
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $298,755
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
Types of Clients
Registered States

MA

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