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Bruce Wilson

30 Years of Experience
Palm Beach Gardens, FL
Broker

Bruce Wilson is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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 owns rental property in Prescott, AZ, and Dorset Advisors II, LLC in Stuart, FL. He spends minimal time on the rental property and about a quarter of his time on Dorset Advisors II, LLC.

Employment History
Current Registrations
Wells Fargo Advisors
November 2012 - Present · 13 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Stanley
August 2012 - November 2012 · 3 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
March 2009 - June 2009 · 3 mos
Gfi Securities LLCBroker
October 2003 - April 2009 · 5 yrs 6 mos
Citigroup Global Markets INC.
July 1998 - November 2003 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
May 1998 - November 2003 · 5 yrs 6 mos
Tradition (government Securities) INC.Broker
September 1996 - May 1998 · 1 yr 8 mos
Garvin Guybutler GPBroker
November 1995 - September 1996 · 10 mos
State Registrations11 states
CACTFLMAMENHNJNYRISCVT
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.
Bruce Wilson - Financial Advisor | TrueAdvisor