Bruce Chadbourne, financial advisor Maitland FL

Bruce Chadbourne

CRD Number: 1318767
Current Firm: Commonwealth Financial Network

Bruce Chadbourne (CRD# 1318767) is an Investment Advisor Representative working at Commonwealth Financial Network in Maitland, FL and has over 23 years of experience in the finance industry. Bruce Chadbourne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Mar 2023 - Current 1
Aegis Consulting Maitland, FL Mar 2023 - Current 1
Lincoln Financial Advisors Corporation Orlando, FL Jun 1998 - Mar 2023 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
Contact Info for Bruce D. Chadbourne
Phone Number: 781-736-0700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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