Bruce Weinstein (CRD# 1979341) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Cortez Inn LLC | Scottsdale, AZ | Sep 2019 - Current | 4 |
Mass Mutual | Scottsdale, AZ | May 2017 - Current | 6 |
Bull Canyon Ranch, LLC | Santa Rosa, NM | Aug 2005 - Current | 18 |
Premier Southwest Planning Group, LLC | Scottsdale, AZ | Sep 2004 - Current | 19 |
Premier Southwest Benefits Group | Scottsdale, AZ | Jan 2001 - Current | 23 |
Tim Travis Capital Management, Llc Dba T&t Capital Management | Scottsdale, AZ | Sep 2017 - Sep 2023 | 6 |
The O.n. Equity Sales Company | Cincinnati, OH | Jul 2004 - Jul 2017 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1989 |
S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- AZ
- CA
- IL
- NV
- WI
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts386ACCOUNTS
-
Average Account Value$120,390
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, IL, NV, WI
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