CB
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Cory Bruce

27 Years of Experience
Billings, MT
1 DisclosureBroker

Cory Bruce is a registered investment advisor at Wells Fargo Advisors, based in Billings, MT, with 27 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

175 N 27th St, 1st & 5th Fls, Billings, MT, 59101

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History

Regulatory History (1)
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Customer Dispute
April 2016
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
April 2005 - January 2011 · 5 yrs 9 mos
Wells Fargo Brokerage Services, L.L.C.Broker
January 2001 - December 2003 · 2 yrs 11 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
February 1999 - December 2000 · 1 yr 10 mos
State Registrations20 states
ARAZCACOFLIAIDMDMOMTNCNDNVORSDTXUTVAWAWY
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.
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