Bruce Albert Lemley
Investment adviser representative at Bay Rivers Group Wealth Partners
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$326.2MFirm assets
Are you Bruce Albert Lemley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Waterloo CapitalSep 2026 to now
- Bay Rivers Group Wealth PartnersDec 2006 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, VA).
Bay Rivers Group Wealth Partners
Legal name: Bay Rivers Group, Inc.
$326.2MAssets managed
401Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2972820
- Firm CRD
- 290095