Bruce is a Certified Financial Planner™ and a Registered Representative with Purshe Kaplan Sterling Investments, completing the qualifying Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) exams. He is also a registered Investment Adviser Representative with Montz Harcus Wealth Management and holds independent Life and Disability insurance licenses.
Bruce graduated from Washington and Lee University in 2008 with a BA in Economics and History. Following graduation, Bruce worked in Washington, DC for General Dynamics, a fortune 500 company. At General Dynamics, Bruce worked in Finance and Business Operations and his primary roles included financial reporting, executive business reporting and supply chain management.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Montz Harcus Wealth Management and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.
Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. The information in this disclaimer has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.