BH
ChFC
BH
ChFC

Bruce Hatter

28 Years of Experience
Waynesboro, VA
BrokerSells Insurance

Bruce Hatter is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Waynesboro, VA, with 28 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

201 Osage Lane, Suite 1, Waynesboro, VA, 22980

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bruce is a Vice-President at Weaver Insurance and Financial Advisors, where he markets and sells insurance and financial service products, dedicating a few hours per week. He also owns commercial real estate and is involved with the Waynesboro YMCA, his church, Happy Hollow Inc, and the Rotary Club.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
August 2000 - February 2025 · 24 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
November 1997 - February 2025 · 27 yrs 3 mos
State Registrations30 states
ALAZCACOFLGAILINKSKYMDMIMNMOMTNCNJNYOHOKORPASCTNTXUTVAVTWAWV
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.