Unclaimed
Bruce Allan Fike is a registered investment advisor representative with First Command Advisory Services. Bruce is currently licensed in 13 states and holds the Series 66, Series 7TO, Series 24, and SIE licenses. Bruce has been in the financial industry for over 3 years and specializes in providing financial planning and portfolio management services for individuals and families. Bruce has worked with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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
TX
02/03/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 07/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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