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Ben Bruce

30 Years of Experience
Marion, IL
1 DisclosureBroker

Ben Bruce is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marion, IL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1504 West6 Deyoung Street, Marion, IL, 62959

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History

Regulatory History (1)
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Customer Dispute
June 2021
Denied
Other Business Activities

Ben is an owner of Arcadia Wealth Group LLC and Cedar Post LLC, and a director for both First Southern Bancshares Inc and Williamson County Airport Authority. He spends about half his time on Arcadia Wealth Group LLC, minimal time on First Southern Bancshares Inc, and a few hours per week on Cedar Post LLC and Williamson County Airport Authority.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
May 2003 - December 2017 · 14 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
April 1995 - December 2017 · 22 yrs 8 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ben Bruce - Financial Advisor | TrueAdvisor