Bruce Brundige
Bruce Brundige is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 37 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
701 Fifth Avenue #4200, Seattle, WA, 98104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce provides financial planning and consulting services through Financial Advocates Advisory Svcs, spending minimal time on this. He also sells fixed insurance through Financial Advocates Agency and offers fixed insurance including long-term care, disability and term life insurance through Truluma.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Financial Advocates Advisory Services
Primevest Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Key Brokerage Company, INC.Broker
Gna Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equitable Variable Life Insurance CompanyBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations26 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.