Bruce Kaserman (CRD# 1399350) is an Investment Advisor Representative working at Portfolio Medics, LLC in Vienna, VA and has over 38 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics, LLC | Bonita Springs, FL | Dec 2020 - Current | 3 |
| Bgk Financial | Vienna, VA | Jan 2010 - Current | 14 |
| Horter Investment Management, LLC | Cincinnati, OH | Sep 2016 - Dec 2017 | 1 |
| Regal Investment Advisors | Kentwood, MI | Mar 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
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- VA
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
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