Bruce Wilson, financial advisor Queen Creek AZ
93 score

Bruce Wilson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Bruce W. Wilson
Phone Number: (925) 837-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $296,296
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
Types of Clients
Registered States

CA, NM, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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