BC
BC

Bruce Clark

28 Years of Experience
Longview, TX
2 DisclosuresBroker

Bruce Clark is a registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2103 Judson Rd Suite B, Longview, TX, 75605

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2016
Final
Criminal
September 1990
Final Disposition
Other Business Activities

Bruce has 100% ownership of JACEHH, LLC, which is investment related. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2016 - June 2023 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - June 2023 · 6 yrs 8 mos
Wells Fargo Advisors, LLC
October 2016 - November 2016 · 1 mo
Stifel, Nicolaus & Company, Incorporated
October 2009 - November 2016 · 7 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
October 2009 - November 2016 · 7 yrs 1 mo
UBS Financial Services INC.
September 2005 - October 2009 · 4 yrs 1 mo
UBS Financial Services INC.Broker
September 2005 - October 2009 · 4 yrs 1 mo
Citigroup Global Markets INC.
April 1997 - September 2005 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
April 1997 - September 2005 · 8 yrs 5 mos
State Registrations24 states
AKALARAZCACODEFLGAKSLAMAMIMSNCNMNVOKSCTNTXUTVAWI
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.
Bruce Clark - Financial Advisor | TrueAdvisor