Bruce
Wilcox
Sagespring Wealth Partners
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About this Advisor
Bruce Wilcox is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Bruce has previously held positions at Taylor University, Eide Bailly LLP, Grant Thornton LLP, Jones and Sager Co, Lucke & Associates, Raymond James Financial Services, Inc, Moolah Coaching, US Census, Deering Wealth Team, Sagespring Wealth Partners, Southwestern Investment Advisory Services, and Southwestern Investment Group. Bruce has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Bruce is part of Sagespring Wealth Partners, which operates out of Franklin, Tennessee. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bruce Wilcox Work History
Sagespring Wealth Partners
Deering Wealth Team
Raymond James Financial Services, Inc
Moolah Coaching
Us Census
Southwestern Investment Advisory Services
Southwestern Investment Group
Jones And Sager Co
Lucke & Associates
Grant Thornton Llp
Taylor University
Eide Bailly Llp
Taylor University
Taylor University
Taylor University
Taylor University
Disclosures
Please visit the SEC profile of Bruce Wilcox 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 Sagespring Wealth Partners
Franklin, TN
Columbia, TN
Franklin, TN
Franklin, TN
Knoxville, TN
Franklin, TN
Franklin, TN
Franklin, TN
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