Rene BruerCRD Number: 5354585
Current Firm: Smith Bruer Advisors
Rene Bruer (CRD# 5354585) is an Investment Advisor Representative working at Smith Bruer Advisors in Tallahassee, FL and has over 10 years of experience in the finance industry. Rene Bruer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Smith Bruer Advisors||Tallahassee, FL||Jul 2016 - Current||1|
|Smith Bruer Advisors||Tallahassee, FL||Feb 2015 - Current||3|
|Partnervest Advisory Services, LLC||Santa Barbara, CA||Feb 2015 - Jul 2016||1|
|Invest Financial Corp||Tampa, FL||Mar 2008 - Feb 2015||6|
|Capital City Banc||Tallahassee, FL||Mar 2008 - Feb 2015||6|
|Thrivent Financial||Irving, TX||Jun 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management92MILLIONS
Total Number of Accounts250ACCOUNTS
Average Account Value$366,378
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)