Bcn Financial, Inc.

Bcn Financial, Inc. (CRD# 135655) is a financial advisory firm headquartered in Alameda, CA. They manage $81,471,228 in 462 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3215 Encinal Avenue, Suite L, Alameda, CA 94501
http://www.bcnfin.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $176,345
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Bcn Financial, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Sandra Tobias, financial advisor Placentia CA
Sandra L. Tobias
CRD#: 1179130
1403 Carlsbad Street, Placentia, CA 92670

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.

12
Delbert White, financial advisor Alameda CA
Delbert A. White
CRD#: 4661779
3215 Encinal Avenue, Suite L, Alameda, CA 94501

Delbert White (CRD# 4661779) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 6 years of experience in the finance industry.

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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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