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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Balkcom is a financial advisor who has been in the industry for over 30 years. Bruce Balkcom is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2016. Prior to that, Bruce Balkcom was with Investors Capital Corp. and NYLIFE Securities LLC. Bruce Balkcom provides financial planning, portfolio management, and investment advisory services to individuals and families. Bruce Balkcom specializes in retirement planning, college savings, and estate planning. Bruce Balkcom has been a registered representative since 1992 and holds the Series 6 and SIE licenses.
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.
1
2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (BETHLEHEM PA)
PA
02/22/2008 - 10/03/2016
INVESTORS CAPITAL CORP. (BETHLEHEM PA)
PA
02/13/2003 - 02/26/2008
NYLIFE SECURITIES LLC (BETHLEHEM PA)
MA
05/23/2001 - 12/31/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
10/01/1998 - 05/18/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
02/07/1995 - 11/06/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
SD
03/22/1993 - 12/31/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
CT
05/08/1992 - 12/22/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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