Bruce
Lear
Novem Group
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About this Advisor
Bruce Lear is a financial advisor working out of Grand Island, Nebraska with a total of 4 years of industry experience. Lear is an employee of Novem Group. Over the course of their career, they have held roles at Securities America, Inc, Securities America Advisors, Inc, Black Oak Investment Council, Inc, City Of Kearney, Bruce Lear, American Portfolios Financial Services, Inc and Novem Group. Lear holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Arizona, Colorado, Florida, Illinois, Nebraska and Texas. Novem Group is a financial advisory firm that has its headquarters in Rochester, NY. The investment advisory business has offices in eight locations and a total of 57 people on staff. It controls $1 billion in assets under management among its 4,203 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 4,203 customer accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees depend on which service is offered. Fees billed by Novem Group likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,072,749,714
57
4,203
$255,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bruce Lear Work History
Bruce has been registered as a financial advisor for 4 years.*
American Portfolios Financial Services, Inc
Novem Group
Bruce Lear
City Of Kearney
Securities America, Inc
Securities America Advisors, Inc
Black Oak Investment Council, Inc
*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 Lear 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 Novem Group
Rochester, NY
Niagara Falls, NY
Rochester, NY
Rochester, NY
Grand Island, NE
Rochester, NY
Rochester, NY
Jupiter, FL
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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