Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Clinton Bevins is a financial advisor with LPL Financial LLC. Bruce has been in the industry since 1999. Bruce has a wide range of experience, including previous roles with Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC. Bruce holds Series 6, 7, 9, 10, 31, 63, 65, and 66 licenses, as well as the SIE exam. Bruce provides financial planning 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.
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.
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2
NC
11/02/2018 - Present
LPL Financial LLC (MATTHEWS NC)
NC
10/05/2012 - 11/05/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
04/09/2001 - 10/09/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MN
09/07/2000 - 03/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/2000 - 03/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
03/09/1999 - 08/29/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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