Dan Bruns, financial advisor McKinney TX
100 score

Dan Bruns

CRD Number: 5532220
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Bruns (CRD# 5532220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in McKinney, TX and has over 7 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. Mckinney, TX May 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano, TX May 2008 - Current 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
S7 General Securities Representative Examination (GS) Jan 2010
Contact Info for Dan Bruns
Phone Number: (972) 369-1938
Registered State(s):
  • TX
  • AR
  • AZ
  • CA
  • FL
  • GA
  • LA
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • TN
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Investment products, insurance and annuity products:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value

Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.

© 2016 Bank of America Corporation. All rights reserved.

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