Broker Check

Securities America - Williamsburg, VA

Call Us: (757) 258-3134

 

Qualifications

Bruce is a 34 year veteran of the financial services industry, having spent the last 30 years with Investors Security Company, Inc. 

He holds the following designations from The American College: 

  • Chartered Life Underwriter (CLU®) - Insurance Specialty 
  • Chartered Financial Consultant (ChFC®) - Advanced Financial Planning 
  • Chartered Advisor in Philanthropy (CAP®) - Charitable Gift Giving 

Bruce and Raleigh are Registered Representatives of Securities America, Inc. (the Broker/Dealer) and Investment Advisory Representatives of Securities America Advisors, Inc. (SEC Registered Investment Advisory Firm). Bruce was appointed to and served a three year term on the Securities America Advisory Council. 

Our firm is well represented in the community and are members in various groups. Bruce is a member in the following:  

  • The American College President's Council (18 years)
  • Golden Key Society (18 years)
  • Hampton Roads Gift Planning Council
  • The Financial Services Institute