Bruce Moulds
Bruce Moulds is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Collins, CO, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
5309 Fossil Ridge Dr., Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 1997Regulatory
December 1994Other Business ActivitiesSells Insurance
Bruce is an owner/agent selling and servicing health and life insurance products since 1993, dedicating about half of his time to this. He is also an advisory representative of a registered investment advisor (RIA) since 2016, spending about a quarter of his time on this activity, and an investment advisor representative (IAR) since 2008, spending nearly full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America, INC.Broker
Mds Securities IncorporatedBroker
Conseco Financial Services, INC.Broker
United Securities Alliance, INC.Broker
Sentra Securities CorporationBroker
PFS Investments INC.Broker
State Registrations12 states
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.