Bruce WeinsteinCRD Number: 1979341
Current Firm: On Investment Management Co
Bruce Weinstein (CRD# 1979341) is an Investment Advisor Representative working at On Investment Management Co in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Partners For Prosperity, Inc.||Mount Enterprise, TX||Sep 2010 - Current||6|
|The O.n. Investment Management Company||Cincinnati, OH||May 2007 - Current||9|
|Premier Southwest Planning Group||Scottsdale, AZ||Sep 2004 - Current||12|
|The O.n. Equity Sales Company||Cincinnati, OH||Jul 2004 - Current||12|
|Premier Southwest Benefits Group||Scottsdale, AZ||Jan 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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