Bruce Fletcher (CRD# 3009987) is an Investment Advisor Representative working at Lindberg & Ripple in Palm Beach Gardens, FL and has over 25 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lindberg & Ripple, Lri Investments LLC | Palm Beach Gardens, FL | Jul 2023 - Current | < 1 |
| M Holdings Securities | Portland, OR | Oct 2017 - Current | 6 |
| Lindberg & Ripple | Jupiter, FL | Oct 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Grand Junction, CO | Nov 2016 - Jul 2017 | < 1 |
| Wells Fargo Advisors LLC | Grand Junction, CO | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- FL
-
Total Assets Under Management933MILLIONS
-
Total Number of Accounts1,050ACCOUNTS
-
Average Account Value$888,491
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, MA, NC, NH, NY, PA, RI, SC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.