Bruce RobsonCRD Number: 1228042
Current Firm: Cetera Advisors LLC
Bruce Robson (CRD# 1228042) is an Investment Advisor Representative working at Cetera Advisors LLC in Salisbury, MD and has over 33 years of experience in the finance industry. Bruce Robson 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.
Investacorp Advisory Services Inc.
Cadaret Grant & Co Inc.
|Cetera Advisors LLC||El Segundo, CA||Jan 2013 - Current||4|
|Self-employed||Salisbury, MD||Jan 1991 - Current||26|
|Self Employed Horseshoer||Salisbury, MO||Feb 1984 - Current||33|
|Multi-financial Securities Corporation||Denver, CO||Jan 2004 - Dec 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops