Bruce Angevine is a CFP-designated registered investment advisor at Angevine Financial Group, LLC, based in Annapolis, MD, with 14 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Location
104 Forbes Street, Suite 200, Annapolis, MD, 21401-1598
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce owns and operates a CPA firm, providing tax compliance and planning services full-time. He also has ownership in several rental properties and an aviation LLC, dedicating minimal time to bookkeeping and management for each.
Employment History
Current Registrations
Angevine Financial Group, LLC
Previous Registrations
Medallion Advisory Services, LLC
Angevine & Associates, P.A.
State Registrations1 state
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