John BruniCRD Number: 6705754
Current Firm: Commonwealth Financial Network
John Bruni (CRD# 6705754) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, DE and has 1 year of experience in the finance industry.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Commonwealth Financial Network||Waltham, MA||Mar 2022 - Current||1|
|Wsfs Bank||Wilmington, DE||Mar 2022 - Current||1|
|Commonwealth Financial Network||Waltham, MA||Jan 2022 - Mar 2022||< 1|
|Wsfs Bank||Wilmington, DE||Jan 2022 - Mar 2022||< 1|
|Wsfs Bank||Wilmington, DE||May 2017 - Dec 2021||4|
|Wsfs Bank||Wayne, PA||Aug 2016 - May 2017||< 1|
|Penn Liberty Bank||Wayne, PA||Aug 2015 - Aug 2016||1|
|Lumen Legal||Royal Oaks, MI||Aug 2014 - Jul 2015||< 1|
|St Clair Country Club||Upper St Clair, PA||May 2014 - Aug 2014||< 1|
|Ohio State University||Columbus, OH||Sep 2011 - May 2014||2|
|Ohio State University||Columbus, OH||Sep 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management146,387MILLIONS
Total Number of Accounts585,629ACCOUNTS
Average Account Value$249,965
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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