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