Bruce John Lacey
Investment adviser representative at De Groote Financial Group, LLC
17 yearsExperience
2 statesRegistered in
$1.2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- De Groote Financial Group, LLCOct 2023 to now
- Retired- UnemployedJan 2023 to Oct 2023
- Girard Securities, Inc.Sep 2009 to Dec 2022
- United Capital Financial Advisers, Inc.Jan 2009 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
De Groote Financial Group, LLC
$1.2BAssets managed
377Clients
2Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2853490
- Firm CRD
- 168178