Unclaimed Profile

Bruce Anderson Smith

PREMIER FINANCIAL GROUP INC·EUREKA, California

Series 65Clean record18 years registeredPREMIER FINANCIAL GROUP INC

725 SIXTH STREET, EUREKA, CA 95501-1103CRD# 4594958Firm CRD# 107314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Anderson Smith · EUREKA, CA

Registration

CRD #4594958 · PREMIER FINANCIAL GROUP INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PREMIER FINANCIAL GROUP INC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Feb 2025 – May 2026

Thousand Oaks, CA

CONFIDENCE WEALTH MANAGEMENT, LLC

Jun 2022 – Jan 2024

Brentwood, CA

PREMIER FINANCIAL GROUP INC

Nov 2007 – Aug 2020

EUREKA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 14, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREMIER FINANCIAL GROUP INC

CRD 107314 · SEC 801-38364

AUM

$672M

Regulatory assets under management

Employees

1,216 client accounts

Services offered by PREMIER FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PREMIER FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Bruce Anderson Smith offer?

Bruce Anderson Smith specializes in Financial Planning, Investment Management.

What are Bruce Anderson Smith's credentials?

Bruce Anderson Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Anderson Smith located?

Bruce Anderson Smith is based in EUREKA, California, last registered with PREMIER FINANCIAL GROUP INC.

How does Bruce Anderson Smith charge for services?

Bruce Anderson Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER FINANCIAL GROUP INC?

PREMIER FINANCIAL GROUP INC has approximately 17 employees and manages $672M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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