Unclaimed
Bruce Crisman Arnold is a financial advisor with over 40 years of experience in the industry. Bruce has held positions at a variety of financial institutions, including Lincoln Financial Advisors Corporation, Walnut Street Securities, Inc. and FSC Securities Corporation. Bruce is currently registered with LPL Financial LLC and KPP Advisory Services LLC. Bruce specializes in financial planning, portfolio management and other advisory services. Bruce is also a Certified Financial Planner. Bruce is committed to providing personalized financial advice to help clients achieve their financial goals.
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
TN
11/01/2019 - Present
LPL Financial LLC (HENDERSONVILLE TN)
TN
10/20/2003 - 11/05/2019
FSC SECURITIES CORPORATION (HENDERSONVILLE TN)
CA
10/04/2001 - 10/24/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
10/16/1997 - 10/03/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/16/1997 - 10/03/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TN
01/13/1997 - 06/10/1997
CBL EQUITIES, INC. (NASHVILLE TN)
MA
03/01/1993 - 11/26/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
09/23/1980 - 07/07/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
09/23/1980 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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