Bcn Financial, Inc.

Bcn Financial, Inc. (CRD# 135655) is a financial advisory firm headquartered in Alameda, CA. They manage $52,378,580 in 412 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $127,132
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
96
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. Jeffry Bratzler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas T. Formica
CRD#: 2242006
Lake Forest, CA
93
Wealthminder
score

Thomas Formica (CRD# 2242006) is an Investment Advisor Representative working at Bcn Financial, Inc. in Lake Forest, CA and has over 24 years of experience in the finance industry.

3
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.

4
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 25 years of experience in the finance industry.

5
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.

6
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.

7
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.

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 24 years of experience in the finance industry.

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