James Bruckner is a registered investment advisor, based in Camarillo, CA, with 36 years of industry experience.
Location
340 Rosewood Ave, Suite H, Camarillo, CA, 93010-5927
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved in several outside business activities, including tax preparation, rental property management, and serving as treasurer for an improv theater group. He also sells insurance products through Avantax Insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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