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Bruce Trushel

Founders Financial Alliance, LLC
44 Years of Experience
Wheeling, WV
Broker
View SEC Summary
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Bruce Trushel is a ChFC-designated registered investment advisor at Founders Financial Alliance, LLC, based in Wheeling, WV, with 44 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,412 clients with $1.2B in assets under management.

Founders Financial Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,412 clients
Average Client Portfolio
$492K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.0% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1320 National Road, Wheeling, WV, 26003

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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 DeFranco Financial as a DBA for his LPL business. He also provides investment advisory services through Founders Financial Alliance, LLC, dedicating full-time hours to this endeavor.

Employment History
Current Registrations
Founders Financial Alliance, LLC
January 2022 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2015 - January 2022 · 7 yrs
Wells Fargo Clearing Services, LLCBroker
January 2015 - January 2022 · 7 yrs
PNC InvestmentsBroker
January 2004 - January 2015 · 11 yrs
PNC Investments
January 2004 - January 2015 · 11 yrs
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
September 1996 - June 2002 · 5 yrs 9 mos
Laughlin Group Advisors, INC.Broker
March 1996 - October 1996 · 7 mos
Nationwide Advisory Services, INC.Broker
August 1994 - March 1996 · 1 yr 7 mos
Metlife Securities INC.Broker
January 1982 - June 1994 · 12 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
January 1982 - June 1994 · 12 yrs 5 mos
State Registrations7 states
FLNEOHPASCVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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