Bruce Horvitz
Bruce Horvitz is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Boynton Beach, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Boynton Beach, FL
Get directionsHistory
Regulatory History (1)
Regulatory
March 2024Other Business ActivitiesSells Insurance
Bruce is an insurance agent offering various insurance products, including life, health, disability, annuities, and property and casualty insurance, since 1984. He dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Princor Financial Services CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 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.