646 Lambert Avenue, Flagler Beach, Florida 32136, United States
386-562-0312 Schedule a Confidential Consultation
A confidential market evaluation does not obligate you to move. It gives you the information needed to make an informed decision. We are not tied to one firm or one affiliation model. We advocate for the financial advisor across the entire marketplace.
Our privacy policy describes how we collect, process, and share the personal information of our website visitors. We collect names, phone numbers, and email addresses, of individuals that choose to request additional information from our website. All such information is kept strictly confidential and never shared or sold to any individual or firm. Only Bruno and Associates will use such information to contact the person requesting information for business purposes only.
Bruno and Associates, LLC provides financial-advisor recruiting and transition consulting services. Information on this website is educational and is not legal, tax, investment or employment advice. Recruiting packages, compensation, practice valuations, client retention and transition results vary. Advisors should consult qualified legal and tax professionals before entering into any transition or succession agreement.
Bruno and Associates, LLC is firm-agnostic and advisor-aligned. The firm may receive compensation from a destination firm when an advisor completes a transition. Compensation arrangements and potential conflicts will be disclosed and should be considered when evaluating any recommendation.
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