Bruce
Gaylor
Alder Financial Group Inc
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About this Advisor
Bruce Gaylor is a certified financial planner working out of Birmingham, Alabama with 25 years of industry experience. Gaylor is an employee of Alder Financial Group Inc. They have been employed by Alder Financial Group Inc for all of their career. Gaylor holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama and Georgia. Alder Financial Group Inc is a registered investment firm that has its headquarters in Atlanta, GA. It controls $163 million in assets under management among its 253 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 253 customer accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically vary depending on which services are offered. Fees billed by Alder Financial Group Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alder Financial Group Inc Brokerage Details
$163,007,970
3
253
$644,300
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bruce Gaylor Work History
Bruce has been registered as a financial advisor for 25 years.*
Alder Finanacial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Gaylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alder Financial Group Inc
Birmingham, AL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
