Bruce DavisonCRD Number: 1429179
Current Firm: On Investment Management Co
Bruce Davison (CRD# 1429179) is an Investment Advisor Representative working at On Investment Management Co in Wichita, KS and has over 32 years of experience in the finance industry. Bruce Davison 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.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|The O.n. Equity Sales Company||Wichita, KS||Jul 1998 - Current||19|
|Strategic Financial Concepts Inc.||Wichita, KS||Jul 1994 - Current||23|
|Business Men's Assurance Company||Springfield, MO||Aug 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
Total Assets Under Management1,005MILLIONS
Total Number of Accounts7,596ACCOUNTS
Average Account Value$132,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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