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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 (2)
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Financial
August 2019Final
Criminal
November 2011Final Disposition
Other Business ActivitiesSells Insurance
Sean works as a mortgage notary closer since 2016, dedicating a few hours per week. He also sells non-variable insurance products and is part-time closer for Partners Escrow and Title, Inc. Sean is also the owner of A.S.H. Enterprises, LLC, a tax vehicle for his spouse's business.
Employment History
Current Registrations
American Elite Advisory
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Oneamerica Securities, INC.
January 2017 - April 2020 · 3 yrs 3 mos
Oneamerica Securities, INC. Broker
December 2015 - April 2020 · 4 yrs 4 mos
State Registrations5 states
ARFLMOTXVA
Advisor
Exams
No exam information available for this advisor.