Harriet Bruce
Harriet Bruce is a registered investment advisor at Raymond James & Associates, INC., based in Beaufort, SC, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
305 Carteret Street, Beaufort, SC, 29902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harriet is the treasurer of the Philanthropic Education Organization, responsible for financial record-keeping and disbursements. This activity takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations32 states
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