Bruce James Thomas Jr
Firm details
- Headquarters
- Moorpark, California
- CRD number
- 115903
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Bruce James Thomas Jr operates as a sole proprietorship registered in California. The practice focuses on insurance brokerage and provides financial planning services to individual clients. Compensation is delivered through hourly charges and fixed fees rather than asset-based advisory fees. The firm is not identified as an ESG investor, does not act as a capital allocator, and does not present itself as a multi-state advisory firm or pension consultant. Classification in the source data is listed as unclassified.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Bruce Thomas
Owner / Financial PlannerCRD 2509968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Moorpark, CA
Ventura
Location
Moorpark, CA
Headquartered in Moorpark, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 12494 Beech Grove Ct
- Time zone
- PT (UTC-8)
- Office locations
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