Bruce Roberts, financial advisor Bedford IN

Bruce Roberts

CRD Number: 4325482
Current Firm: Regal Capital Management, Inc.

Bruce Roberts (CRD# 4325482) is an Investment Advisor Representative working at Regal Capital Management, Inc. in Bedford, IN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Calvary Missionary Church Washington, IN May 2016 - Current 3
Regal Capital Management, Inc. Springville, IN Jun 2003 - Current 16
Indiana Wesleyan University Marion, IN Jan 2010 - Jan 2016 6
Tunnel Hill Pent. Church Owensburg, IN Nov 1992 - May 2010 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for Bruce W. Roberts
Phone Number: 812-275-8808
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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