BB
ChFC
BB
ChFC

Bruce Alfred Bouta

47 Years of Experience
3 DisclosuresBrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$274K average
Assets Under Management
$285.9M

Fee Structure

Minimum Investment:None
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Location

3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184

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History

Regulatory History (3)
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Judgment / Lien
January 2017
Judgment / Lien
December 2016
Judgment / Lien
March 2014
Other Business ActivitiesSells Insurance

Bruce is an attorney and consultant, spending minimal time on business continuation planning, estate planning, probate, and drafting related documents. He also owns Brokers Choice, which he uses for personal sales of fixed life insurance, disability, long-term care, and annuity business, dedicating about a quarter of his time to this. Additionally, Bruce is the President of Great Lake Pension Consultants and an IAR at SB Advisory, LLC.

Employment History
Current Registrations
San Blas Securities LLCBroker
May 2021 - Present · 4 yrs 9 mos
San Blas Securities LLC
May 2021 - Present · 4 yrs 9 mos
Sb Advisory, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cabot Lodge Securities LLCBroker
September 2019 - May 2021 · 1 yr 8 mos
Sb Advisory, LLC
June 2019 - December 2020 · 1 yr 6 mos
Ifs SecuritiesBroker
June 2019 - October 2019 · 4 mos
Cetera Advisor Networks LLC
January 2014 - June 2019 · 5 yrs 5 mos
Cetera Advisor Networks LLCBroker
September 2013 - June 2019 · 5 yrs 9 mos
Walnut Street Securities, INC.Broker
January 1996 - September 2013 · 17 yrs 8 mos
Walnut Street Securities, INC.Broker
September 1990 - December 1993 · 3 yrs 3 mos
Pml Securities CompanyBroker
March 1988 - May 1989 · 1 yr 2 mos
Lincoln National Pension Insurance CompanyBroker
April 1982 - December 1988 · 6 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
December 1974 - December 1988 · 14 yrs
Lincoln Financial Advisors CorporationBroker
December 1974 - April 1988 · 13 yrs 4 mos
State Registrations2 states
KSMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.