Allen Bruce, financial advisor Silver Spring MD

Allen Bruce

CRD Number: 33407
Current Firm: On Investment Management Co

Allen Bruce (CRD# 33407) is an Investment Advisor Representative working at On Investment Management Co in Silver Spring, MD and has over 38 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Silver Spring MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Silver Spring MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Silver Spring MD

CRD# 2962660
Grove Point Advisors, LLC
Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jan 2014 - Current 8
Ohio National Financial Services Cincinnati, OH Oct 1994 - Current 27
A.r. Bruce & Company Inc. Silver Spring, MD Apr 1984 - Current 38
H. Beck, Inc. Rockville, MD Feb 2005 - Dec 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for Allen R. Bruce
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    2,613
    MILLIONS
  • Total Number of Accounts
    14,889
    ACCOUNTS
  • Average Account Value
    $175,527
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
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.