BS
CFP
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 →Employment History
Current Registrations
American Elite Advisory
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
Money Matters with Ken Moraif
April 2011 - November 2017 · 6 yrs 7 mos
Cambridge Investment Research Advisors, INC.
June 2010 - June 2011 · 1 yr
First Financial Equity Corporation
May 2009 - June 2010 · 1 yr 1 mo
Banc of America Investment Services, INC.
May 2008 - March 2009 · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.