D Bruce, financial advisor Lawrence KS
96 score

D Bruce

CRD Number: 1085218
Current Firm: Cambridge Investment Research Advisors, Inc.

D Bruce (CRD# 1085218) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lawrence, KS and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2017 - Current < 1
Dm Bruce Associates, LLC Lawrence, KS Feb 1999 - Current 19
National Planning Corporation Lawrence, KS Mar 2004 - Sep 2017 13
Integrated Wealth Advisors, Inc. Lawrence, KS Jan 2003 - Sep 2017 14
Aig Life Ins. Company Overland Park, KS Jul 1994 - Dec 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for D M. Bruce
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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