Frank Bruno (CRD# 2304996) is an Investment Advisor Representative working at Money Intelligence in Santa Clara, CA and has over 27 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Denarius Capital Advisors Inc. | Santa Clara, CA | Jan 2022 - Current | 2 |
Frank Bruno Sole Proprietor | Oak Park, CA | Dec 2020 - Dec 2021 | 1 |
Mml Distributors LLC | Oak Park, CA | Jan 2015 - Dec 2020 | 5 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Dec 2014 - Dec 2020 | 6 |
John Hancock Distributors LLC | Boston, MA | Oct 2012 - Nov 2014 | 2 |
John Hancock | Pasadena, CA | Sep 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1996 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$451,836
- 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
- Pension consulting services
CA, IL
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