Bruce T. Riddle

EVERWEALTH

TULSA, OK 74135

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CRD#: 1048805

Professional summary

Bruce Tom Riddle JR is a registered financial advisor currently at EVERWEALTH located in Tulsa, Oklahoma.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Bruce has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. RIDDLE FINANCIAL GROUP LLC, NOT INVESTMENT RELATED, HEALTH INSURANCE AND SALES, OWNER, MANAGER AND MEMBER, 4200 E SKELLY DR. SUITE 350, TULSA, OK 74135, 10 HRS WORKED, 0 DURING TRADING, 9/79 OWNER SUPERVISORY AND HAVE PARTNERS THAT ARE ACTIVE IN DAY TO DAY OPERATION 2. MASSMUTUAL FINANCIAL GROUP, NOT INVESTMENT RELATED, LIFE INSURANCE AGENT FOR MASSMUTUAL,WORK PERFORMED AT 4200 E SKELLY DR. SUITE 350, TULSA, OK 74135, 10 HRS WORKED, 0 DURING TRADING, 9/79

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Tom Riddle JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 20, 2006 - Present

EVERWEALTH

Office #1: 4200 E. Skelly Drive Suite 950, Tulsa, OK 74135

RIA

CRD#: 129458

TULSA, OK

Past

June 2, 1999 - December 31, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

TULSA, OK

Past

August 26, 1982 - December 31, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

TULSA, OK

Past

May 28, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(6/22/2006)

IAR

Texas
(6/20/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/5/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/27/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/28/1998

General Securities Principal Examination

Current Firm

EVERWEALTH

EVERWEALTH | WEALTH MANAGEMENT ADVISORS, LLC

CRD#: 129458 / SEC#:

Oklahoma

Registered Investment Advisory firm - (2/2/2004 Approved)

Texas

Registered Investment Advisory firm - (5/6/2005 Conditional Restricted)

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Contact information

Main Address

4200 East Skelly Drive Suite 350, Tulsa, OK 74135-3204

Mailing Address

Phone number

(918) 524-6325

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	237
AUM (Assets Under Management)	$ 70,179,215

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bruce T. Riddle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Tom Riddle JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERWEALTH

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/1999

Series 63

Date: 8/11/1983

Series 7

Date: 10/5/1998

Series 6

Date: 5/27/1982

Series 24

Date: 12/28/1998

Current Firm

EVERWEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERWEALTH

TRUST BUT VERIFY

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