Bruce Trushel, financial advisor Wheeling WV

Bruce Trushel

CRD Number: 1009907
Current Firm: Founders Financial Alliance, LLC

Bruce Trushel (CRD# 1009907) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wheeling, WV and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Wheeling, WV Jan 2022 - Current 2
Founders Financial Alliance, LLC Wheeling, WV Jan 2022 - Current 2
Wells Fargo Clearing Services, LLC Wheeling, WV Nov 2016 - Jan 2022 5
Wells Fargo Advisors LLC Wheeling, WV Dec 2014 - Nov 2016 1
Pnc Investments Pittsburgh, PA Jan 2004 - Dec 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Bruce N. Trushel
Phone Number: 855-860-5940
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    701
    MILLIONS
  • Total Number of Accounts
    3,033
    ACCOUNTS
  • Average Account Value
    $231,090
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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