Bruce Frank, financial advisor Scottsdale AZ

Bruce Frank

CRD Number: 1455931
Current Firm: Eagle Strategies LLC

Bruce Frank (CRD# 1455931) is an Investment Advisor Representative working at Eagle Strategies LLC in Scottsdale, AZ and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Safe Management Phoenix, AZ Sep 2014 - Current 9
Bruce Frank Financial Group, LLC Scottsdale, AZ Apr 2009 - Current 14
Nylife Securities Inc. Phoenix, AZ Dec 1985 - Current 38
New York Life Ins. Company Scottsdale, AZ Oct 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Bruce J. Frank
Phone Number: (888) 695-3245
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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