Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Richmond Sinclair is an Investment Advisor Representative with Prosperity Wealth Management, Inc. and has been in the industry since March 2021. Bruce is registered with the state of Virginia and has passed the Series 65 exam. Bruce has a strong background in political consulting and previously worked for Mark Warner for U.S. Senate and DPVA for Senator Tim Kaine. He is a board member for Coulson Oil, a distributor of gasoline and fuel.
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.
A percentage of the total value of assets under management is charged.
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VA
04/27/2021 - Present
Prosperity Wealth Management, Inc. (Alexandria VA)
IA
Issued 04/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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