Bruce C. Angevine

ANGEVINE FINANCIAL GROUP

Annapolis, MD 21401-1598

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CRD#: 5293179

Professional summary

Bruce C. Angevine, CFP® is a registered financial advisor currently at ANGEVINE FINANCIAL GROUP, LLC located in Annapolis, Maryland.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bruce has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. 2015 TO PRESENT-OFFICE OF BRUCE C. ANGEVINE, CPA 104 FORBES STREET, STE 200, ANNAPOLIS, MD 21401;TITLE-OWNER/CPA FIRM;DUTIES-TAX COMPLIANCE & PLANNING SERVICES;TIME SPENT-100%;COMPENSATED BY WAGES & PROFITS. 2. 2001 TO PRESENT-MATTHEW 6:33, LLC 104 FORBES STREET, STE 200 ANNAPOLIS, MD 21401;TITLE-PARTNER/RENTAL OF COMMERICAL OFFICE CONDO;DUTIES NEGOTIATE RENT,PAY BILLS & BOOKKEEPING; TIME SPENT-1-2 HRS/MO;COMPENSATED W/ DRAWS AS FUNDS ARE AVAILABLE. 3. 10 MOORING POINT COURT, LLC 104 FORBES STREET, STE 200 ANNAPOLIS, MD 21401;TITLE-PARTNER RENTAL OF RESIDENTIAL TOWNHOUSE; DUTIES-BOOKKEEPING + INTERFACE WITH MGMT CO. AS NEEDED;TIME SPENT-1-2 HRS/MO; COMPENSATED BY DRAWS AS FUNDS ARE AVAILABLE. 4. PSALM 19:1 AVIATION, LLC, STARTED JULY 21, 2010, NON-INVESTMENT RELATED, 1-2 HOURS PER MONTH FOR BOOKKEEPING AND INTERFACING WITH THE MANAGEMENT COMPANY, OWN 99%, SPOUSE OWNS 1%. 5. PERSONALLY OWNED RESIDENTIAL CONDO, 421 HAMLET CLUB DRIVE #306, EDGEWATER, MD, STARTED FEBRUARY 23 2006, NON-INVESTMENT RELATED, 1-2 HOURS PER MONTH FOR BOOKKEEPING AND INTERFACING WITH THE MANAGEMENT CO., OWN 50%, SPOUSE OWNS 50%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce C. Angevine's 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®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

September 6, 2013 - Present

ANGEVINE FINANCIAL GROUP, LLC

Office #1: 104 Forbes Street Suite 200, Annapolis, MD 21401-1598

RIA

CRD#: 166660

Annapolis, MD

Past

January 7, 2008 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

ANNAPOLIS, MD

Past

August 14, 2007 - December 31, 2007

ANGEVINE & ASSOCIATES, P.A.

RIA

CRD#: 142943

ANNAPOLIS, MD

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(9/6/2013)

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

Current Firm

ANGEVINE FINANCIAL GROUP, LLC

CRD#: 166660 / SEC#:

Maryland

Registered Investment Advisory firm - (9/6/2013 Approved)

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Contact information

Main Address

104 Forbes Street Suite 200, Annapolis, MD 21401-1598

Mailing Address

Phone number

(410) 267-9633

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Bruce C. Angevine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce C. Angevine's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANGEVINE FINANCIAL GROUP, LLC

MEDALLION ADVISORY SERVICES, LLC

ANGEVINE & ASSOCIATES, P.A.

State Registrations and Notice Filings

Exams

Current Firm

ANGEVINE FINANCIAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

ANGEVINE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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