B&c Financial Advisors
B&c Financial Advisors (CRD# 110295) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $502,704,232 in 1,187 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management503MILLION
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Total Number of Accounts1,187ACCOUNTS
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Average Account Value$423,508
- 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
- Pension consulting services
CA, FL, GA, LA, NC, NH, NJ, NY, TN, TX, VA
Jacqueline Bos (CRD# 2493047) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 29 years of experience in the finance industry.
Allan Cohen (CRD# 720627) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 41 years of experience in the finance industry.
Thomas Ellis (CRD# 4448624) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.
Sean Guldi (CRD# 5671586) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 14 years of experience in the finance industry.
Adam Oerther (CRD# 6129731) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 11 years of experience in the finance industry.
Jessica Schmidt (CRD# 6766225) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 7 years of experience in the finance industry.
Jonathan Bottaro (CRD# 7239103) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 3 years of experience in the finance industry.