Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Mccamebridge Fletcher is a financial advisor in Palm Beach Gardens, FL. Bruce has been working in the financial services industry since May 22, 2001. Bruce is currently registered with LRI Investments. Previously, Bruce was registered with WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., SCHIELD SECURITIES LLC, and AMERICAN CENTURY INVESTMENT SERVICES INC. Bruce has passed the Series 6, 7, 63, 66, and SIE exams. Bruce has earned both state and industry licenses. Bruce is also registered as a registered investment advisor. Bruce is a senior client associate and registered investment advisor with Lindberg & Ripple and LRI Investments.
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.
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.
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2
FL
04/13/2023 - Present
LRI Investments (PALM BEACH GARDENS FL)
CO
01/01/2008 - 07/24/2017
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
06/22/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND JUNCTION CO)
CO
05/24/2000 - 09/10/2003
SCHIELD SECURITIES LLC (LITTLETON CO)
MO
07/07/1998 - 07/20/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 06/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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