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Bruce Eisen
29 Years of Experience
Lake Charles, LA
2 DisclosuresBrokerSells Insurance
Bruce Eisen is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Charles, LA, with 29 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
1918 Southwood Drive, Suite A, Lake Charles, LA, 70605
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2003Settled
Customer Dispute
January 2003Settled
Other Business ActivitiesSells Insurance
Bruce works as an agent for Insurance Services of America, selling life insurance since 1997. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
May 2017 - May 2021 · 4 yrs
Summit Brokerage Services, INC.Broker
May 2017 - September 2019 · 2 yrs 4 mos
LPL Financial LLC
June 2008 - May 2017 · 8 yrs 11 mos
LPL Financial LLCBroker
February 2000 - May 2017 · 17 yrs 3 mos
Nylife Securities INC.Broker
December 1996 - February 2000 · 3 yrs 2 mos
State Registrations9 states
CADEGALAMOMSNCOKTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.