Axa Advisors, LLC
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About this Advisor
Bruce Bandemer is an investment advisor whose office is in Carlsbad, California. Currently an investment advisor at Axa Advisors, LLC, Bandemer has a notable 30 years of work experience as a financial advisor. Bandemer maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Bandemer is able to serve investors based out of California, South Carolina, Colorado and Florida. Their career trajectory has included roles at Axa Advisors, LLC and Bruce H. Bandemer, Cpa. Axa Advisors, LLC is headquartered in Carlsbad, California, and has 844 offices in the nation. As an advisory firm, Axa Advisors, LLC manages $15 billion in assets across 52,116 accounts and retains more than 5,774 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 8,811 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 34% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Axa Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Axa Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bruce Bandemer Work History
Bruce has 30 years of experience.
Axa Advisors, LLC
Bruce H. Bandemer, Cpa
Bruce Bandemer has no disclosures.
Please visit their SEC profile for more details.