Bcs Financial, LLC

Bcs Financial, LLC (CRD# 115489) is a financial advisory firm headquartered in Johnson City, TN. They manage $146,800,000 in 509 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $288,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MO, SC, TN, VA

Financial Advisors at Bcs Financial, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nicholas A. Clay
CRD#: 5389805
801-c Sunset Drive, Suite 100, Johnson City, TN 37604
93
Wealthminder
score

Nicholas Clay (CRD# 5389805) is an Investment Advisor Representative working at Bcs Financial, LLC in Johnson City, TN and has over 10 years of experience in the finance industry.

2
Nathan C. Goodwin
CRD#: 6161633
1361 South Wilcox Drive, Kingsport, TN 37660
90
Wealthminder
score

Nathan Goodwin (CRD# 6161633) is an Investment Advisor Representative working at Bcs Financial, LLC in Kingsport, TN and has over 4 years of experience in the finance industry.

3
Myra A. O'dell
CRD#: 5421493
801-c Sunset Drive, Suite 100, Johnson City, TN 37604
90
Wealthminder
score

Myra O'dell (CRD# 5421493) is an Investment Advisor Representative working at Bcs Financial, LLC in Johnson City, TN and has 1 year of experience in the finance industry. Myra O'dell 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.

4
Danny P. Hoilman
CRD#: 6234031
801-c Sunset Drive, Suite 100, Johnson City, TN 37604
89
Wealthminder
score

Danny Hoilman (CRD# 6234031) is an Investment Advisor Representative working at Bcs Financial, LLC in Johnson City, TN and has over 4 years of experience in the finance industry.

5
Philip M. Bachman
CRD#: 6604650
801-c Sunset Drive, Suite 100, Johnson City, TN 37604
87
Wealthminder
score

Philip Bachman (CRD# 6604650) is an Investment Advisor Representative working at Bcs Financial, LLC in Johnson City, TN and has 1 year of experience in the finance industry.

6
Michael L. Alread
CRD#: 2403699
801-c Sunset Drive, Suite 100, Johnson City, TN 37604
74
Wealthminder
score

Michael Alread (CRD# 2403699) is an Investment Advisor Representative working at Bcs Financial, LLC in Johnson City, TN and has over 23 years of experience in the finance industry. Michael Alread 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.

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Disclosure
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.