Bruce M. Fletcher

LRI INVESTMENTS

Palm Beach Gardens, FL 33410

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CRD#: 3009987

Professional summary

Bruce Mccamebridge Fletcher, who also goes by Bruce Estill, Bruce Mccamebridge Fletcher, Brucie Mccamebridge Fletcher, is a registered financial advisor currently at LRI INVESTMENTS located in Palm Beach Gardens, Florida and M HOLDINGS SECURITIES, INC. located in Palm Beach Gardens, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bruce has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Estill | Bruce Mccamebridge Fletcher | Brucie Mccamebridge Fletcher

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) Lindberg & Ripple; 3825 PGA Blvd, Suite 303, Palm Beach Gardens, FL 33410; 10/30/2017; Senior Client Associate; Duties related to Senior Client Associate (Client Service); Investment Related; 200 hours/month; 200 hours/month during business hours; Wages/Salary/Tips. 2) Lindberg & Ripple, LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment Related; Client Service Associate; Client service administration; 07/01/2023; 150 hours per month; 150 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Mccamebridge Fletcher's CRS (Customer Relationship Summary).

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

April 13, 2023 - Present

LRI INVESTMENTS

Office #1: 3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410

RIA

CRD#: 323556

Palm Beach Gardens, FL

Current

October 26, 2017 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 3825 Pga Blvd. Suite 303, Palm Beach Gardens, FL 33410

RIA

CRD#: 43285

Palm Beach Gardens, FL

Past

October 27, 2017 - April 1, 2024

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

January 1, 2008 - July 24, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GRAND JUNCTION, CO

Past

January 1, 2008 - July 24, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GRAND JUNCTION, CO

Past

June 7, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

GRAND JUNCTION, CO

Past

June 22, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

GRAND JUNCTION, CO

Past

May 24, 2000 - September 10, 2003

SCHIELD SECURITIES LLC

CRD#: 36769

LITTLETON, CO

Past

July 7, 1998 - July 20, 1999

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/26/2017)

IAR

Florida
(4/13/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/6/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 Approved)

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Contact information

Main Address

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 323-2265

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LRI INVESTMENTS, LLC DISCLOSURE BROCHURE (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,295
AUM (Assets Under Management)	$ 1,404,038,363

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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Advisor Monitoring

Firm Stability Insights

Bruce M. Fletcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Mccamebridge Fletcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

SCHIELD SECURITIES LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

LRI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2007

Series 63

Date: 8/20/1998

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2006

Series 6

Date: 7/6/1998

FINRA

Current Firm

LRI INVESTMENTS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LRI INVESTMENTS

TRUST BUT VERIFY

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