Bruce Lancia
Bruce Lancia is a registered investment advisor at Cetera Investment Advisers LLC, based in Dublin, OH, with 31 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
5910 Wilcox Place Suite F, Dublin, OH, 43016
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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 sells health and fixed insurance through B. Anthony Company, dedicating a few hours per week. He also sells life, disability, annuities, and long-term care insurance with various companies, taking about a quarter of his time. Additionally, Bruce serves on the board of Folds of Honor, a non-profit organization, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Wma Securities, INC.Broker
State Registrations14 states
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