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Bruce Jackson Wilcox

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bruce is an associate/employee at Deering Wealth Team, performing investment advisory services, and the owner/proprietor of Moolah Coaching, providing financial coaching, tax services, and bookkeeping. He is also an advisor at SageSpring Wealth Partners, an independent RIA, dedicating about half of his time or more to this.

Employment History
Current Registrations
Sagespring Wealth Partners
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2019 - November 2024 · 5 yrs 5 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.