Bruce L. Edger
Professional summary
Bruce Lauren Edger, who also goes by Bruce L Edger, is a registered financial advisor currently at SUMMIT ADVISORS, LLC located in Hastings, Michigan and BEACONSFIELD FINANCIAL SERVICES, INC. located in Hastings, Michigan.
Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Bruce has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Lauren Edger's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 2010 - Present
SUMMIT ADVISORS, LLC
Office #1: 518 West Apple Street, Hastings, MI 49058October 17, 1990 - Present
BEACONSFIELD FINANCIAL SERVICES, INC.
Office #1: 518 West Apple Street, Hastings, MI 49058October 19, 1988 - October 24, 1990
AMERICAN CAPITAL EQUITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/10/2010)
(8/1/2006)
(8/1/2006)
(5/11/2004)
(8/1/2006)
(8/16/2006)
(12/5/2011)
(8/1/2006)
(10/17/1990)
(4/16/2010)
(5/11/2004)
(8/1/2006)
Exams
FINRA
Current Firm
SUMMIT ADVISORS, LLC
CRD#: 144486 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 173 |
| AUM (Assets Under Management) | $ 77,800,001 |
Red Flags
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Company Information
SUMMIT ADVISORS, LLC
CRD#: 144486Hastings, MI 49058TRUST BUT VERIFY
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