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Bruce Balkcom

33 Years of Experience
Bethlehem, PA
1 DisclosureBrokerSells Insurance

Bruce Balkcom is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethlehem, PA, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3 East North Street, Bethlehem, PA, 18018

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History

Regulatory History (1)
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Customer Dispute
January 2009
Award / Judgment
Other Business ActivitiesSells Insurance

Bruce operates under the DBA Antonchak & Balkcom Financial Services and Balkcom Insurance, engaging in fixed insurance sales as an agent since 1982. He also has rental income from B&D Norwich LLC and manages a rental property, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
April 2018 - March 2024 · 5 yrs 11 mos
Investors Capital CORP.Broker
February 2008 - October 2016 · 8 yrs 8 mos
Nylife Securities LLCBroker
February 2003 - February 2008 · 5 yrs
Investors Capital CORP.Broker
May 2001 - December 2002 · 1 yr 7 mos
Nylife Securities INC.Broker
October 1998 - May 2001 · 2 yrs 7 mos
New England SecuritiesBroker
February 1995 - November 1998 · 3 yrs 9 mos
North American Management, INC.Broker
March 1993 - December 1994 · 1 yr 9 mos
Phoenix Equity Planning CorporationBroker
May 1992 - December 1992 · 7 mos
State Registrations14 states
CTDCFLGAILMANCNJNYPARISCVAVT
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.