Bruce Dillard
Bruce Dillard is a registered investment advisor at UBS Financial Services INC., based in Dallas, TX, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
100 Crescent Court, Suite 400, Dallas, TX, 75201
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Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Bruce is a board member for Laradon, a charity providing programs for special needs individuals, advising on organizational issues. He also consults on content related to naval aviation for Devotion Movie LLC.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Heartland Capital, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.Broker
Tradestar Investments,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.