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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 Eric Lord is a financial advisor with over 30 years of experience in the industry. Bruce is a registered representative of Morgan Stanley and is licensed to provide investment advice in multiple states. Bruce previously held positions at Citigroup Global Markets Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Marketing One Securities, Inc., and Planco Financial Services, Inc. Bruce is a graduate of the University of California, Berkeley and holds a Series 6, 7, 10, 24, 31, 63, and 65 license. Bruce is a board member of the Springfield School District and an executor for an estate. Bruce provides asset allocation advice, financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
10/06/2015 - Present
Morgan Stanley (Newtown Square PA)
PA
04/02/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDIA PA)
MO
10/01/2000 - 04/03/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/06/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
03/10/1995 - 12/20/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/10/1995 - 12/20/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OR
04/19/1991 - 01/13/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CT
06/18/1987 - 07/29/1989
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
01/23/1987 - 04/14/1987
THE GREAT-WEST LIFE ASSURANCE COMPANY
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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