Bcd Advisors

Bcd Advisors (CRD# 169468) is a financial advisory firm headquartered in , . They manage $35,000,562 in 364 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
https://www.bcdadvisors.net
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $96,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, MI, MO, MS, NC, OH, TX

Financial Advisors at Bcd Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Steven Allman, financial advisor Ridgeland MS
Steven S. Allman
CRD#: 7006724
733 Lake Harbour Dr. Suite I, Ridgeland, MS 39157

Steven Allman (CRD# 7006724) is an Investment Advisor Representative working at Bcd Advisors in Ridgeland, MS and has over 5 years of experience in the finance industry.

2
Peter Dotson, financial advisor Livonia MI
Peter W. Dotson
CRD#: 5483835
37799 Professional Center Drive Suite 107, Livonia, MI 48154

Peter Dotson (CRD# 5483835) is an Investment Advisor Representative working at Bcd Advisors in Livonia, MI and has over 15 years of experience in the finance industry.

3
Keith Harris, financial advisor Akron OH
Keith Harris
CRD#: 5831728
Akron, OH

Keith Harris (CRD# 5831728) is an Investment Advisor Representative working at Bcd Advisors in Akron, OH and has over 11 years of experience in the finance industry.

4
Stephen Hecker, financial advisor Akron OH
Stephen H. Hecker
CRD#: 4751495
Akron, OH

Stephen Hecker (CRD# 4751495) is an Investment Advisor Representative working at Bcd Advisors in Akron, OH and has over 19 years of experience in the finance industry.

5
Robert Kilivris, financial advisor Akron OH
Robert D. Kilivris
CRD#: 1678242
Akron, OH

Robert Kilivris (CRD# 1678242) is an Investment Advisor Representative working at Bcd Advisors in Akron, OH and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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