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 25 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 25 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 24 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 24 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 22 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 23 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 25 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 11 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 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.