Unclaimed
Bruce Durkee is an Investment Advisor Representative at FLC Capital Advisors in Palm Desert, California. Bruce has been a registered Investment Advisor Representative since 2022. Bruce also has a law practice, The Law Office of Bruce R Durkee, APC, in Palm Desert, California, and serves as a trustee for various irrevocable trusts.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
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CA
09/29/2022 - Present
FLC Capital Advisors (PALM DESERT CA)
Active
Inactive
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