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Bruce L. Reicher

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CRD#: 1491298
BR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Lee Reicher was a registered financial advisor .

Bruce is a previously registered financial advisor and started their career in finance in 1986. Bruce had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 4, 2007 - November 9, 2012

AMERICAN INVESTMENT SERVICES

RIA
CRD#: 144088
DENVER, CO
Past

March 5, 1998 - December 3, 1998

SPENCER EDWARDS, INC.

BD
CRD#: 22067
CENTENNIAL, CO
Past

September 15, 1995 - February 21, 1996

TEXAS CAPITAL SECURITIES, INC.

BD
CRD#: 25564
HOUSTON, TX
Past

August 9, 1993 - October 27, 1993

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

September 14, 1992 - August 17, 1993

EXCALIBUR FINANCIAL GROUP, INC.

BD
CRD#: 16355
FORT COLLINS, CO
Past

June 6, 1990 - December 18, 1990

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

September 13, 1989 - July 26, 1990

AESIR SECURITIES, INC.

BD
CRD#: 18258
Past

March 9, 1989 - September 11, 1989

L.F. THOMPSON & COMPANY

BD
CRD#: 21820
Past

October 31, 1988 - March 11, 1989

FINNET SECURITIES, INC.

BD
CRD#: 17960
Past

September 21, 1987 - November 8, 1988

POWER SECURITIES CORPORATION

BD
CRD#: 15527
Past

April 25, 1986 - October 7, 1987

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/31/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AI
AMERICAN INVESTMENT SERVICES
AMERICAN INVESTMENT SERVICES | USA TAX & INSURANCE SERVICES, INC.

CRD#: 144088 / SEC#: 801-68338

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Contact information


Main Address
4114 Woodlands Pkwy Suite 402, Palm Harbor, FL 34685
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV II FIRM BROCHURE (3/22/2012)

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.

Company Information


AMERICAN INVESTMENT SERVICES

CRD#: 144088

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