Bruce Roberson
Bruce Roberson is a registered investment advisor at Wells Fargo Advisors, based in Panama City Beach, FL, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
Panama City Beach, FL
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 Financial Network, LLC
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 Dw INC.Broker
Morgan Stanley
Raymond James & Associates, INC.Broker
State Registrations32 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.