Bcn Financial, Inc.

Bcn Financial, Inc. (CRD# 135655) is a financial advisory firm headquartered in Alameda, CA. They manage $72,855,960 in 597 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $122,037
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
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

Financial Advisors at Bcn Financial, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Jeffry G. Bratzler
CRD#: 1992879
3215 Encinal Avenue, Suite L, Alameda, CA 94501
93
Wealthminder
score

Jeffry Bratzler (CRD# 1992879) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 24 years of experience in the finance industry.

2
Dawn O. Hale
CRD#: 1993023
3215 Encinal Avenue, Suite L, Alameda, CA 94501
93
Wealthminder
score

Dawn Hale (CRD# 1993023) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 24 years of experience in the finance industry.

3
Linda R. Mussetter
CRD#: 2322733
Richmond, CA
93
Wealthminder
score

Linda Mussetter (CRD# 2322733) is an Investment Advisor Representative working at Bcn Financial, Inc. in Richmond, CA and has over 23 years of experience in the finance industry.

4
Gary L. Muto
CRD#: 2351100
Pleasanton, CA
93
Wealthminder
score

Gary Muto (CRD# 2351100) is an Investment Advisor Representative working at Bcn Financial, Inc. in Pleasanton, CA and has over 23 years of experience in the finance industry.

5
Michael J. Parrinello
CRD#: 2612291
26825 Gwenalda Lane, Canyon Country, CA 91387
93
Wealthminder
score

Michael Parrinello (CRD# 2612291) is an Investment Advisor Representative working at Bcn Financial, Inc. in Canyon Country, CA and has over 21 years of experience in the finance industry.

6
Sandra L. Tobias
CRD#: 1179130
1403 Carlsbad Street, Placentia, CA 92670
87
Wealthminder
score

Sandra Tobias (CRD# 1179130) is an Investment Advisor Representative working at Bcn Financial, Inc. in Placentia, CA and has 1 year of experience in the finance industry.

7
Thomas T. Formica
CRD#: 2242006
Lake Forest, CA
81
Wealthminder
score

Thomas Formica (CRD# 2242006) is an Investment Advisor Representative working at Bcn Financial, Inc. in Lake Forest, CA and has over 22 years of experience in the finance industry.

8
David H. Hildebrand
CRD#: 2135303
Vacaville, CA
81
Wealthminder
score

David Hildebrand (CRD# 2135303) is an Investment Advisor Representative working at Bcn Financial, Inc. in Vacaville, CA and has over 24 years of experience in the finance industry.

9
Bruce W. Lytle
CRD#: 5099789
Cameron Park, CA
73
Wealthminder
score

Bruce Lytle (CRD# 5099789) is an Investment Advisor Representative working at Bcn Financial, Inc. in Cameron Park, CA and has over 10 years of experience in the finance industry.

10
Gerald J. Desimone
CRD#: 2311669
Modesto, CA
51
Wealthminder
score

Gerald Desimone (CRD# 2311669) is an Investment Advisor Representative working at Bcn Financial, Inc. in Modesto, CA and has over 22 years of experience in the finance industry.

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