Bruce Bassin (CRD# 3002301) is an Investment Advisor Representative working at Bassin, Bruce in Thousand Oaks, CA and has over 26 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bruce Bassin, Sole Proprietor | Thousand Oaks, CA | Mar 1998 - Current | 26 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Jul 2016 - Jan 2018 | 1 |
| Liberty Partners Capital Management, LLC | Cheyenne, WY | May 2015 - Jan 2016 | < 1 |
| Liberty Partners Financial Services, LLC | Bakersfield, CA | May 2015 - Jan 2016 | < 1 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jan 2015 - May 2015 | < 1 |
| Kovack Securities Inc. | Marietta, GA | Oct 2014 - May 2015 | < 1 |
| Resource Horizons Group LLC | Marietta, GA | Mar 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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