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Bruce Webber Wilson

27 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
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Location

San Tan Valley, CA

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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 Activities

Bruce operates Crow Canyon Investment and Financial Planning as a DBA for his LPL business. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Mariner Advisor Network
May 2022 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
February 2009 - Present · 17 yrs
Previous Registrations
Advantage Wealth Advisors
June 2017 - May 2022 · 4 yrs 11 mos
LPL Financial LLC
February 2009 - November 2017 · 8 yrs 9 mos
Citigroup Global Markets INC.
January 2001 - March 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2001 - March 2009 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - January 2001 · 3 yrs 1 mo
State Registrations5 states
AZCAHIMNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.