Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Burgess is a Registered Investment Advisor with Beacon Pointe Advisors, LLC. Bruce has been in the financial services industry since 1997, working with several firms, including J.P. MORGAN SECURITIES LLC, PARK AVENUE SECURITIES LLC, and CHARLES SCHWAB & CO., INC. Bruce is also an insurance agent for Beacon Pointe Insurance Services, LLC.
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.
Consulting services
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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MA
09/13/2022 - Present
Beacon Pointe Advisors, LLC (Waltham MA)
MA
03/11/2020 - 08/13/2022
J.P. MORGAN SECURITIES LLC (Lynnfield MA)
MA
08/01/2019 - 03/12/2020
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
MA
05/16/2016 - 09/15/2019
CHARLES SCHWAB & CO., INC. (Burlington MA)
MA
06/22/2006 - 03/15/2012
CHARLES SCHWAB & CO., INC. (BOSTON MA)
MA
06/27/2005 - 06/13/2006
GARRETT NAGLE & CO., INC. (WOBURN MA)
MN
03/03/2005 - 06/17/2005
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MA
02/12/2004 - 03/03/2005
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/09/2001 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
04/23/1997 - 10/09/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BC
Issued 02/06/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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