RL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
120 clients
Average Client Portfolio
$170K average
Assets Under Management
$20.4M
Fee Structure
This brochure supplement provides information about Bruce Louis Sutherland. There is no fee information provided in this brochure supplement.
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Advisor Information
Office location
Dallas, TX
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works as a Customer Experience Specialist at Federal Express Corporation, dedicating nearly full-time hours. He is also an independent insurance agent, spending about half his time engaging clients in financial planning regarding life insurance, long-term care, and fixed annuities.
Employment History
Current Registrations
American Elite Advisory
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Royal Fund Management, LLC
April 2019 - July 2022 · 3 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.