Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 6 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Scottsdale, AZ | Feb 2019 - Current | 5 |
| Capitol Planning Group | Sacramento, CA | Aug 2018 - Current | 5 |
| Mutual Of Omaha Investor Services | Gold River, CA | Apr 2017 - Aug 2018 | 1 |
| Mutual Of Omaha Insurance Company | Gold River, CA | Apr 2017 - Aug 2018 | 1 |
| Mutual Of Omaha | Gold River, CA | Jan 2017 - Apr 2017 | < 1 |
| Abram Interstate Insurance Company | Rocklin, CA | May 2016 - Dec 2016 | < 1 |
| Sacramento State University | Sacramento, CA | May 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- CA
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
-
Average Account Value$129,332
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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