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Bruce Joseph Maginn

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bruce is a co-owner of Solomon Financial, where he focuses on insurance sales and financial planning, dedicating a few hours per week. He also owns G Properties, LLC, a real estate/rental property business, spending minimal time on it.

Employment History
Current Registrations
Corecap Investments, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Corecap Advisors
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC
February 2004 - January 2017 · 12 yrs 11 mos
Park Avenue Securities LLCBroker
December 2002 - January 2017 · 14 yrs 1 mo
MML Investors Services, INC.
February 2000 - December 2002 · 2 yrs 10 mos
MML Investors Services, INC.Broker
January 1991 - December 2002 · 11 yrs 11 mos
Nml Equity Services, INC.Broker
September 1989 - October 1990 · 1 yr 1 mo
Robert W. Baird & CO. IncorporatedBroker
September 1989 - October 1990 · 1 yr 1 mo
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bruce Joseph Maginn - Financial Advisor | TrueAdvisor