Bruce Trushel
Bruce Trushel is a ChFC-designated registered investment advisor at Founders Financial Alliance, LLC, based in Wheeling, WV, with 44 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
1320 National Road, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bruce operates DeFranco Financial as a DBA for his LPL business. He also provides investment advisory services through Founders Financial Alliance, LLC, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Laughlin Group Advisors, INC.Broker
Nationwide Advisory Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.