Bruce Beaty (CRD# 2930437) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, LLC | San Diego, CA | Jun 2020 - Current | 3 |
| Asset Marketing Systems | San Diego, CA | Aug 2017 - Current | 6 |
| Legacy Marketing Group | Petaluma, CA | Sep 2003 - Aug 2017 | 13 |
| Onpointe Advisory And Financial Services, LLC | Petaluma, CA | Aug 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
- CA
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Total Assets Under Management1,824MILLIONS
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Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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
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