AB
ChFC
AB
ChFC

Allen Randolph Bruce

52 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Loading...

Location

12501 Prosperity Drive, Suite 320, Silver Spring, MD, 20904

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Allen is the President of A. R. Bruce and Company, Inc., where he sells insurance products including traditional life, long-term care, disability, and fixed annuities, dedicating about half of his time. He also serves as a guest lecturer at Howard University School of Business and is the treasurer of Headley Carter Cares Foundation, a non-profit organization.

Employment History
Current Registrations
On Investment Management CO
January 2014 - Present · 12 yrs 1 mo
The O.N. Equity Sales CompanyBroker
January 2014 - Present · 12 yrs 1 mo
The O.N. Equity Sales Company
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
H. Beck, INC.
February 2005 - January 2014 · 8 yrs 11 mos
H. Beck, INC.Broker
February 2005 - January 2014 · 8 yrs 11 mos
Prosperity Assurance Advisory Services, INC.
December 2002 - December 2004 · 2 yrs
Valmark Advisers, INC.
April 2002 - February 2005 · 2 yrs 10 mos
Valmark Securities, INC.Broker
January 2002 - February 2005 · 3 yrs 1 mo
Mutual Service CorporationBroker
February 1989 - January 2002 · 12 yrs 11 mos
Manequity, INC.Broker
March 1978 - February 1989 · 10 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
July 1973 - March 1978 · 4 yrs 8 mos
State Registrations22 states
AZCACTDCFLGAILINKSKYLAMAMDNCNHNJNYSCTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allen Randolph Bruce - Financial Advisor | TrueAdvisor