Bruce Mclaren

from Kingswood Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Bruce Mclaren is a financial advisor based in California, San Diego, with 27 years of experience. Bruce currently works for Kingswood Wealth Advisors, LLC. Bruce maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bruce Mclaren works at Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $969,372,131 of assets under management and employs about 82 people. Kingswood Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11440 W. Bernardo Ct., Suite 300, San Diego, California, 92127

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