Bruce
Trushel
Founders Financial Alliance, LLC
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About this Advisor
Bruce Trushel is a chartered financial consultant who works out of Wheeling, West Virginia who has 1 year of relevant experience. Trushel is an employee of Founders Financial Alliance, LLC. Over the course of their career, they have held roles at Pnc Investments, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC and Founders Financial Alliance, LLC. Trushel has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in West Virginia. Founders Financial Alliance, LLC is a financial advisory company based in Raleigh, NC. It has offices in 13 locations and a total of 28 advisors. It manages $617 million in assets among its 2,661 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 2,661 accounts, 34% are held by high-net-worth individuals who have at least $1 million in investable assets. Founders Financial Alliance, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules vary depending on the type of services provided. However, fees charged by Founders Financial Alliance, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$617,123,862
28
2,661
$231,914
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
- Other
Bruce Trushel Work History
Bruce has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Founders Financial Alliance, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Pnc Investments
*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 Trushel 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 Founders Financial Alliance, LLC
Raleigh, NC
St. Petersburg, FL
Raleigh, NC
Cary, NC
Raleigh, NC
Blowing Rock, NC
Raleigh, NC
Raleigh, NC
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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