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Virginia Carlene Bruce

CFP®
FIREWALL CAPITAL MANAGEMENT
ENUMCLAW, WA
·CRD# 2487721·32 years experience

Professional Summary

Virginia Carlene Bruce, CFP®, who also goes by VIrginia Snyder Gini, is a registered financial advisor currently at FIREWALL CAPITAL MANAGEMENT located in Enumclaw, Washington. Virginia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Virginia has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 51 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Virginia Snyder Gini

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2006

Years of Experience

32 years in the financial services industry

Current & Past Employments

FIREWALL CAPITAL MANAGEMENT·CRD# 142084
RIA
1110 Stevenson Ave. #207, Enumclaw, WA 98022
March 25, 2013 - Present
FINANCIAL INSIGHTS WEALTH MANAGEMENT·CRD# 108797
RIA
Tacoma, WA
November 2, 2010 - November 15, 2010
FINANCIAL INSIGHTS WEALTH MANAGEMENT·CRD# 108797
RIA
Tacoma, WA
March 26, 1998 - December 31, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Tacoma, WA
April 22, 1996 - December 31, 2006
PROTECTED INVESTORS OF AMERICA·CRD# 6082
BD
San Francisco, CA
October 27, 1994 - April 18, 1996
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Philadelphia, PA
May 18, 1994 - September 28, 1994

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Current Firm

FC
FIREWALL CAPITAL MANAGEMENT

FIREWALL CAPITAL MANAGEMENT | FIREWALL CAPITAL MANAGEMENT LLC

CRD#: 142084
Washington
Registered Investment Advisory firm - Washington (11/22/2006 Approved)

Contact Information

Main Address

1110 Stevenson Ave. #207, Enumclaw, WA 98022

Mailing Address

718 Griffin Ave. #341, Enumclaw, WA 98022

Phone Number

(360) 825-2080

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

355

AUM (Assets Under Management)

$66,922,551

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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.

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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.
IAR
Washington
(3/25/2013)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1995About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 1994About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Apr 2004About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Apr 1999About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Virginia Carlene Bruce's CRS (Customer Relationship Summary).

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