Bruce Wackelin
Bruce Wackelin is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenville, NC, with 34 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1700 E Arlington Blvd Ste E, Greenville, NC, 27858
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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 is an independent insurance agent with Wackelin Financial Services, Inc., selling disability, fixed annuities, life/accident/health, and long-term care insurance. He spends about 10-20% of his time on non-securities trading activities related to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations6 states
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