Unclaimed
Bruce Wayne Hanks is a registered Investment Advisor Representative with Wealth Management Of Kentucky, Inc. Bruce is a financial professional with over 20 years of experience in the industry. Bruce is also a licensed insurance agent for estate planning and provides financial planning, selection of other advisors, and portfolio management for individuals. Bruce has held previous positions with PURSHE KAPLAN STERLING INVESTMENTS, CAMBRIDGE INVESTMENT RESEARCH, INC., LPL FINANCIAL LLC, MORGAN KEEGAN & COMPANY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEAN WITTER REYNOLDS INC.
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.
A percentage of the total value of assets under management is charged.
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KY
10/01/2021 - Present
Wealth Management OF Kentucky, Inc. (LEXINGTON KY)
KY
08/15/2014 - 05/22/2015
PURSHE KAPLAN STERLING INVESTMENTS (Lexington KY)
KY
02/13/2013 - 09/19/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (LEXINGTON KY)
KY
03/10/2003 - 01/31/2013
LPL FINANCIAL LLC (LEXINGTON KY)
TN
04/25/2001 - 03/19/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
12/24/1998 - 05/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/12/1997 - 12/03/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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