Jerry RunionCRD Number: 3048297
Current Firm: Bfc Planning, Inc.
Jerry Runion (CRD# 3048297) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 19 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Bfc Planning||Summerville, SC||Feb 2013 - Current||5|
|Securities Management & Research, Inc.||Summerville, SC||Apr 1998 - Current||19|
|American National||Summerville, SC||Jan 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
Total Assets Under Management519MILLIONS
Total Number of Accounts4,455ACCOUNTS
Average Account Value$116,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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