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Bruce John Lacey

DE Groote Financial Group, LLC

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About Bruce John Lacey

Bruce Lacey is a financial advisor with over 25 years of experience in the industry. Bruce is currently registered with De Groote Financial Group, LLC and is a registered investment advisor. Bruce holds Series 7, Series 63, and Series 65 licenses. Bruce specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans.

Firm Information

Bruce Lacey is currently registered with DE Groote Financial Group, LLC. DE Groote Financial Group, LLC is an investment advisor based in THOUSAND OAKS, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $648,145,238 in regulatory assets under management.
DE Groote Financial Group, LLC

3013 WILLOW LANE

THOUSAND OAKS, CA 91361

$648.15M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Lacey’s Registration & Firm History

CA

10/03/2023 - Present

DE Groote Financial Group, LLC (THOUSAND OAKS CA)

CA

09/30/2009 - 06/29/2017

GIRARD SECURITIES, INC. (NEWPORT BEACH CA)

CA

03/21/1997 - 02/11/2009

UBS FINANCIAL SERVICES INC. (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 04/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Bruce John Lacey. Review regulatory record here.
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