Debra D Bruce

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 05/2018
  Exl
  Richmond, VA
• 07/2018 → 10/2019
  Axa Advisors, Llc
  Richmond, VA
• 01/2020 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2020 → Present
  Cetera Investment Advisers Llc
  Glen Allen, VA

Other Businesses

1. DEBRA D BRUCE NOTARY PUBLIC, <1 HR/WK

Exams

• S66 Uniform Combined State Law Examination
  2020-06-02
• S63 Uniform Securities Agent State Law Examination
  2018-07-27

Other Names

• Debra Dee Doncaster