Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bruckner is a financial advisor who has been active in the industry since 1989. James is registered with Avantax Advisory Services and has a Series 7, Series 6, Series 22, Series 63 and SIE license. James works in Camarillo, California. James offers a wide range of financial services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. James is also registered as an investment advisor representative in California, Colorado, Oregon and Washington.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
07/08/1993 - Present
Avantax Advisory Services (CAMARILLO CA)
BC
Issued 05/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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