Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley G. Bruce is an Investment Advisor Representative with Sanctuary Advisors, LLC. Bradley has been in the financial services industry since 1988. Bradley is registered with the state of Texas, with more than 30 years of experience. Bradley is also a registered Investment Advisor in the state of Texas. Bradley has held several positions over the years at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradley's expertise includes providing financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/25/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
10/19/1988 - 06/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
IA
Issued 09/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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