Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Bailey Brown is a registered investment advisor representative, licensed in Idaho. Bruce has been working in the financial industry since December 1987 and has a vast experience in various areas of financial advising. Bruce has been associated with Next Financial Group, Inc. since March 2002, and has been actively providing financial planning and portfolio management services to 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.
Seminar/workshop attendance fees
1
2
ID
06/27/2002 - Present
Next Financial Group, Inc. (POCATELLO ID)
NY
08/27/1997 - 03/15/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
GA
06/20/1996 - 07/15/1997
WMA SECURITIES, INC. (DULUTH GA)
NY
03/28/1988 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/16/1987 - 04/05/1988
H.D. VEST INVESTMENT SECURITIES, INC.
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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