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Bruce Ted Colin

Bruce Colin And Company

Rancho Palos Verdes, CA

CRD 2947936

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Employer firm

Bruce Colin And Company CRD 118035

$229M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bruce Colin And Company

Rancho Palos Verdes, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-03-01
  • CA RA
    APPROVED
    Since 2017-03-01

Branch Locations

Rancho Palos Verdes, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bruce Colin And Company Rancho Palos Verdes CA 08/1997 Present
Palos Verdes Peninsula Unified School District Palos Verdes CA 09/1988 06/2019
  • 08/1997 → Present
    Bruce Colin And Company
    Rancho Palos Verdes, CA
  • 09/1988 → 06/2019
    Palos Verdes Peninsula Unified School District
    Palos Verdes, CA
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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