Bridget Haling, financial advisor Shreveport LA
93 score

Bridget Haling

CRD Number: 5498240
Current Firm: Bfc Planning, Inc.

Bridget Haling (CRD# 5498240) is an Investment Advisor Representative working at Bfc Planning, Inc. in Shreveport, LA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Shreveport, LA Oct 2017 - Current < 1
Securities Management & Research, Inc. Shreveport, LA Oct 2017 - Current < 1
Morgan Stanley Shreveport, LA May 2013 - Aug 2017 4
J.p. Morgan Securities LLC Shreveport, LA Oct 2012 - May 2013 < 1
Chase Investment Services Corp Shreveport, LA Jul 2012 - Oct 2012 < 1
Securian Financial Services Inc. St Paul, MN Jan 2012 - Jun 2012 < 1
Compass Capital Metairie, LA Nov 2011 - Jun 2012 < 1
Securian Finacial Services Inc. St Paul, MN Nov 2011 - Jan 2012 < 1
Kenyan Enterprises Spring Hill, LA Jul 2011 - Nov 2011 < 1
Medical Park Hospital Hope, AR May 2011 - Jul 2011 < 1
Ameriprise Financial Magnolia, AR Jan 2008 - Jun 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Bridget A. Haling
Phone Number: 319-447-5700
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    519
    MILLIONS
  • Total Number of Accounts
    4,455
    ACCOUNTS
  • Average Account Value
    $116,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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