Bruce
Lear
Novem Group
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About this Advisor
Bruce Lear is a financial advisor based in Grand Island, Nebraska, working with Novem Group. Bruce has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Black Oak Investment Council, Inc, City Of Kearney, Bruce Lear, Novem Group, and American Portfolios Financial Services, Inc. Bruce has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Colorado, Florida, Georgia, Illinois, Nebraska, New York, and Texas. Currently, Bruce is part of Novem Group, which operates out of Grand Island, Nebraska. The firm has 7 offices and 50 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Novem Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,170,631,357
50
4,381
$267,206
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
Novem Group
American Portfolios Financial Services, Inc
Bruce Lear
City Of Kearney
Securities America, Inc
Securities America Advisors, Inc
Black Oak Investment Council, Inc
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
Grand Island, NE
Rochester, NY
Topsfield, MA
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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