BR
Bruce Roberts
from Erts Wealth Advisors, LLC
Bruce Roberts is a financial advisor based in Michigan, Marquette,
with 33 years of experience. Bruce currently works for
Erts Wealth Advisors, LLC.
Bruce maintains the following licenses: S63 (Uniform Securities Agent 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 Roberts works at Erts Wealth Advisors, LLC
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
989 West Washington Street, Suite 101, Marquette, Michigan, 49855
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