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Kevin Gregory Bruce

HFG Wealth Management, LLC

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About Kevin Gregory Bruce

Kevin Bruce is a financial advisor with over 20 years of experience in the industry. Kevin currently works at HFG Wealth Management, LLC as a Chief Strategy Officer, and Align Investment Research, LLC as a Chief Executive Officer. Kevin is a Certified Financial Planner and a Chartered Financial Analyst. Kevin specializes in providing financial planning and portfolio management for individuals, businesses, and charitable organizations.

Firm Information

Kevin Bruce is currently registered with HFG Wealth Management, LLC. HFG Wealth Management, LLC is an investment advisory firm located in THE WOODLANDS, TX. They provide financial planning and portfolio management services to high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. They have 406,119,064 in regulatory assets under management, with 1,386 total accounts. The firm has 3 licensed agents, 7 investment adviser representatives, and 4 investment advisory functions.
HFG Wealth Management, LLC

1790 HUGHES LANDING, SUITE 575

THE WOODLANDS, TX 77380

$406.12M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Bruce’s Registration & Firm History

TX

11/03/2023 - Present

HFG Wealth Management, LLC (THE WOODLANDS TX)

TX

05/12/2014 - 05/28/2015

BOSC, INC. (HOUSTON TX)

TX

03/18/2014 - 06/11/2014

TRIAD ADVISORS, INC. (HOUSTON TX)

CA

08/08/2011 - 10/12/2012

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

09/17/2009 - 06/14/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

CO

07/23/2008 - 09/23/2009

NATIONAL PLANNING CORPORATION (DENVER CO)

CO

08/22/2006 - 10/13/2006

U.S. BANCORP INVESTMENTS, INC. (LAKEWOOD CO)

CA

11/14/2001 - 04/28/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 09/15/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kevin Gregory Bruce. Review regulatory record here.
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