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Peggy L Bruce

Wealthcare Advisory Partners LLC

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About Peggy L Bruce

Peggy Bruce is an Investment Advisor Representative with Wealthcare Advisory Partners LLC, a firm registered with the Securities and Exchange Commission. Peggy Bruce has been in the industry since July 1983. Peggy Bruce holds a Series 65 license and is registered in Kansas and Texas. Peggy Bruce is also registered with Wealthcare Advisory Partners LLC in their West Chester, PA and Leawood, KS offices. Peggy Bruce has prior experience with V Wealth Advisors LLC, Hallmark Cards, Inc., and WCG WEALTH ADVISORS, LLC. Peggy Bruce specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.

Firm Information

Peggy Bruce is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Peggy Bruce’s Registration & Firm History

PA

02/20/2024 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 04/24/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peggy L Bruce.
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