Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Alfred Bouta is a financial advisor with SB Advisory, LLC located in Atlanta, GA. Bruce has been in the financial industry since 1978. Bruce is registered to provide investment advice in Minnesota and offers financial planning and portfolio management services to individuals and businesses. SB Advisory, LLC is a registered investment advisor with the SEC.
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.
Helps you choose top advisors aligned with your financial goals.
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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GA
01/15/2021 - Present
SB Advisory, LLC (ATLANTA GA)
MN
09/27/2019 - 05/10/2021
CABOT LODGE SECURITIES LLC (Eden Prairie MN)
GA
06/14/2019 - 10/10/2019
IFS SECURITIES (ATLANTA GA)
MN
09/03/2013 - 06/06/2019
CETERA ADVISOR NETWORKS LLC (EDEN PRAIRIE MN)
MN
01/24/1996 - 09/03/2013
WALNUT STREET SECURITIES, INC. (EDEN PRAIRIE MN)
CA
09/24/1990 - 12/31/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/18/1988 - 05/11/1989
PML SECURITIES COMPANY
NA
04/30/1982 - 12/31/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/02/1974 - 12/31/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
12/02/1974 - 04/04/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
BC
Issued 04/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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