Bruce Olmstead
Bruce Olmstead is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fayetteville, GA, with 29 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
320 West Lanier Ave, Suite 150, Fayetteville, GA, 30214
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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 is an agent/producer for multiple companies including Annuity Marketing Services, Crump Life Insurance Services, and Palmer Agency. He also serves as a board member for Mom2Mom Atlanta South, Inc., a non-profit organization, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wma Securities, INC.Broker
State Registrations18 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.
Exams
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