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).

By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    1,187
    ACCOUNTS
  • Average Account Value
    $423,508
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, NH, NJ, NY, TN, TX, VA

Financial Advisors at B&c Financial Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Jacqueline A. Bos
CRD#: 2493047
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

2
Allan A. Cohen
CRD#: 720627
The Butensky & Cohen Building, 110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

3
Thomas L. Ellis
CRD#: 4448624
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

4
Sean (. Guldi
CRD#: 5671586
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

5
Adam T. Oerther
CRD#: 6129731
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

6
Jessica L. Schmidt
CRD#: 6766225
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

7
Jonathan Bottaro
CRD#: 7239103
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082

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.

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