Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Adams is a financial advisor at LPL Financial LLC. Bruce is currently registered as an Investment Advisor Representative in South Carolina. He has over 5 years of experience in the financial services industry and holds Series 6, 63 and 65 licenses. Bruce specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and corporations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/01/2025 - Present
LPL Financial LLC (FORT MILL SC)
SC
04/01/2019 - 06/02/2020
WELLS FARGO CLEARING SERVICES, LLC (ROCK HILL SC)
NC
06/07/2018 - 02/07/2019
NYLIFE SECURITIES LLC (CHARLOTTE NC)
IA
Issued 05/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Bruce Adams is the right advisor for you? Invested Better is here to help.
