Stephen Bruce has been an investment adviser representative at LifeGuide Financial Advisors since July 2024, and is not listed among the firm’s executive officers or direct owners. Stephen Bruce holds a Bachelor's Degree in Business Administration from Liberty University and a Master of Business Administration from Liberty University.
Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA firm with $563M under management, 778 clients and 16 advisers across 3 offices, as of its September 2026 filing.
Stephen Bruce is a Financial Advisor of LifeGuide Financial Advisors. He helps construct clients' personalized Financial LifePlans, answers client questions and follows up on meeting action items. He also serves as one of the firm's traders.
- – present · 2 yearsMechanicsburg, PA · Adviser representative · Firm CRD 284842
Professional designations
Listed by LifeGuide Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephen Bruce is registered as an investment adviser representative in Pennsylvania, since July 2024.
- PennsylvaniaSince 19 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 3 May 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2024 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7959913
- Firm
- LifeGuide Financial Advisors · CRD 284842
- Office
- 400 W MAIN ST., Mechanicsburg, PA 17055
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeguidefa.com
Where does Stephen Bruce work?
Stephen Bruce is an investment adviser representative registered through Lifeguide Financial Advisors, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Bruce a financial advisor?
Yes. Stephen Bruce has a current investment-adviser registration in Pennsylvania, through LifeGuide Financial Advisors since July 2024.
How many years of experience does Stephen Bruce have?
Stephen Bruce has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Stephen Bruce passed?
Stephen Bruce has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in April 2024.
Where is Stephen Bruce based?
Stephen Bruce’s registered office is in Mechanicsburg, PA.
Is Stephen Bruce registered with FINRA?
No. Stephen Bruce has no current broker registration.
Is Stephen Bruce a CFP?
LifeGuide Financial Advisors lists Stephen Bruce with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stephen Bruce’s record?
Search CRD 7959913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Bruce’s full registration record.