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Bruce Andrew Hearon

HEARON ADVISORY GROUP
BRADENTON, FL
·CRD# 5244836·16 years experience

Professional Summary

Bruce Andrew Hearon is a registered financial advisor currently at HEARON ADVISORY GROUP, LLC located in Bradenton, Florida. Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bruce has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Years of Experience

16 years in the financial services industry

Current & Past Employments

HEARON ADVISORY GROUP, LLC·CRD# 142392
RIA
Bradenton, FL
September 29, 2011 - Present
HOLLAND ADVISORY SERVICES, INC.·CRD# 136302
RIA
Sarasota, FL
February 19, 2010 - April 25, 2012

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Current Firm

HA
HEARON ADVISORY GROUP, LLC

HEARON ADVISORY GROUP, LLC

CRD#: 142392
Florida
Registered Investment Advisory firm - Florida (9/29/2011 Approved)

Contact Information

Main Address

Bradenton, FL

Phone Number

(941) 416-4095

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

26

AUM (Assets Under Management)

$10,759,760

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

KELLER WILLIAMS REALTY; NON-INVESTMENT RELATED; LAKEWOOD RANCH, FL; 120/HRS/MONTH; ASSIST CLIENTS WITH PURCHASE/SALE OF HOUSE. Fixed insurance sales, 40 hours/month.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any 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 Dec 2009About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bruce Andrew Hearon's CRS (Customer Relationship Summary).

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