BF
BF

Bruce Mccamebridge Fletcher

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

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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 works as a Senior Client Associate for Lindberg & Ripple since 2017, dedicating nearly full-time hours to client service. He also works as a Client Service Associate for LRI Investments, LLC since 2023, spending nearly full-time hours on client service administration.

Employment History
Current Registrations
Lri Investments
April 2023 - Present · 2 yrs 10 mos
M Holdings Securities, INC.Broker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
M Holdings Securities, INC.
October 2017 - April 2024 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2017 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2008 - July 2017 · 9 yrs 6 mos
A. G. Edwards & Sons, INC.
June 2007 - January 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
June 2005 - January 2008 · 2 yrs 7 mos
Schield Securities LLCBroker
May 2000 - September 2003 · 3 yrs 4 mos
American Century Investment Services INC.Broker
July 1998 - July 1999 · 1 yr
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.