Bruce Breckner, financial advisor Eureka CA

Bruce Breckner

CRD Number: 3083200
Current Firm: Redwood Coast Financial Partners

Bruce Breckner (CRD# 3083200) is an Investment Advisor Representative working at Redwood Coast Financial Partners in Eureka, CA and has over 25 years of experience in the finance industry.

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Redwood Coast Financial Partners
Company Name Location Dates Years
Redwood Coast Financial Partners Eureka, CA Jan 2017 - Current 7
Bruce A. Breckner, Cpa Eureka, CA Jul 1982 - Current 41
Bruce A Breckner LLC Eureka, CA Aug 2014 - Jan 2017 2
Duncan Consulting, Inc. Eureka, CA Nov 2012 - Dec 2014 2
Skipper & Breckner, Cpa Eureka, CA May 1997 - Sep 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Bruce A. Breckner
Phone Number: 707-444-9212
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    932
    ACCOUNTS
  • Average Account Value
    $146,195
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, NV, TX

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