Bcd Advisors

Bcd Advisors (CRD# 169468) is a financial advisory firm headquartered in Akron, OH. They manage $33,000,000 in 120 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $275,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MI, MO, NH, OH

Financial Advisors at Bcd Advisors
Showing 1 - 4 of 4 top financial advisors.
1
James L. Palm
CRD#: 2661471
4000 Embassy Parkway, Suite 208, Akron, OH 44333
93
Wealthminder
score

James Palm (CRD# 2661471) is an Investment Advisor Representative working at Bcd Advisors in Akron, OH and has over 22 years of experience in the finance industry.

2
Robert D. Kilivris
CRD#: 1678242
4000 Embassy Parkway, Suite 208, Akron, OH 44333
68
Wealthminder
score

Robert Kilivris (CRD# 1678242) is an Investment Advisor Representative working at Bcd Advisors in Akron, OH and has over 27 years of experience in the finance industry.

3
Keith Harris
CRD#: 5831728
5720 N. Belt W. #20-276, Belleville, IL 62226
61
Wealthminder
score

Keith Harris (CRD# 5831728) is an Investment Advisor Representative working at Bcd Advisors in Belleville, IL and has over 5 years of experience in the finance industry.

4
Patrick M. Scholz
CRD#: 2196621
Lake Bluff, IL
44
Wealthminder
score

Patrick Scholz (CRD# 2196621) is an Investment Advisor Representative working at Bcd Advisors in Lake Bluff, IL and has over 26 years of experience in the finance industry.

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