Bruce Roberson
Bruce Roberson is a registered investment advisor at Wells Fargo Advisors, based in Tallahassee, FL, with 26 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3320 Thomasville Rd, Ste 300, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
Bruce has 100% ownership in BRADV LLC and 50% ownership in Canopy Roads Advisors LLC, both investment-related businesses in Tallahassee, FL. He dedicates a full-time commitment to each of these ventures.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Raymond James & Associates, INC.Broker
State Registrations30 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
More Advisors
- Kyle CrilowWells Fargo Advisors
- Michael JordanWells Fargo Advisors
- Benjamin Bowersox, CFPLPL Financial LLC
- Charles Jackson, CFASoutheast Asset Advisors, LLC
- Allen Sasser, CFPLincoln Investment
- Paul Martin, CFPProper Wealth