Bruce Lord
Bruce Lord is a registered investment advisor at Janney Montgomery Scott LLC, based in Media, PA, with 37 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
1400 N. Providence Road, Suite 3005, Media, PA, 19063-2098
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business Activities
Bruce is a board member for Springfield School District since 2017, spending a few hours per week outside business hours. He is also an executor/co-executor/personal representative for an estate since 2022, dedicating minimal time outside business hours.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Marketing One Securities, INC.Broker
Planco Financial Services, INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations35 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.