Bruce Doole, financial advisor San Diego CA

Bruce Doole

CRD Number: 2322136
Current Firm: Permanent Value Inc.

Bruce Doole (CRD# 2322136) is an Investment Advisor Representative working at Permanent Value Inc. in San Diego, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Permanent Value San Diego, CA Jan 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bruce W. Doole
Phone Number: 619-682-3834
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $138,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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