Bruce Vinion, financial advisor Punta Gorda FL

Bruce Vinion

CRD Number: 1908547
Current Firm: Cambridge Investment Research Advisors, Inc.

Bruce Vinion (CRD# 1908547) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Punta Gorda, FL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2020 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2020 - Current 3
United Advisors Services State College, PA Nov 2016 - Jul 2020 3
Financial Services International Corp Edmonds, WA Nov 2016 - Jul 2020 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2016 1
Morgan Stanley Smith Barney State College, PA Jun 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Apr 1997
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bruce E. Vinion
Phone Number: 641-472-5100
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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