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Bruce Bateman

39 Years of Experience
Butler, PA
1 DisclosureBrokerSells Insurance

Bruce Bateman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Butler, PA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

287 Pittsburgh Rd., Butler, PA, 16003

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History

Regulatory History (1)
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Customer Dispute
February 2005
Settled
Other Business ActivitiesSells Insurance

Bruce is an agent for group life and LTD policies, dedicating minimal time to this activity. He also owns a business involving hay and cattle sales and serves as a director for Grove City Sportsmens Club, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 1989 - Present · 36 yrs 11 mos
Previous Registrations
Raymond James Financial Services
January 2000 - January 2009 · 9 yrs
Amos-Lee Securities, INC.Broker
March 1989 - August 1989 · 5 mos
Prudential-Bache Securities INC.Broker
June 1987 - March 1989 · 1 yr 9 mos
American Investors of Pittsburgh, INC.Broker
May 1986 - June 1987 · 1 yr 1 mo
State Registrations14 states
AZGAINMDNCNENVNYOHPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bruce Bateman - Financial Advisor | TrueAdvisor