Bruce WilsonCRD Number: 2964933
Current Firm: Advantage Wealth Advisors
Bruce Wilson (CRD# 2964933) is an Investment Advisor Representative working at Advantage Wealth Advisors in Queen Creek, AZ and has over 20 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Gold Canyon Financial Planning
Brighton Jones LLC
|Advantage Wealth Advisors||San Tan Valley, AZ||Jun 2017 - Current||< 1|
|Lpl Financial LLC||San Ramon, CA||Feb 2009 - Current||9|
|Lpl Financial LLC||San Diego, CA||Jan 2009 - Current||9|
|Citigroup Global Markets Inc.||Pleasanton, CA||Jan 2001 - Feb 2009||8|
|Citi Group Global Markets||Pleasanton, CA||Jan 2001 - Jan 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1998|
Total Assets Under Management64MILLIONS
Total Number of Accounts216ACCOUNTS
Average Account Value$296,296
- 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
CA, NM, TX
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