Bdj Wealth Management LLC
Bdj Wealth Management LLC (CRD# 309290) is a financial advisory firm headquartered in Plano, TX. They manage $32,015,223 in 144 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts144ACCOUNTS
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Average Account Value$222,328
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Bdj Wealth Management LLC
1
Beverly Johnson (CRD# 6285946) is an Investment Advisor Representative working at Bdj Wealth Management LLC in Plano, TX and has over 10 years of experience in the finance industry.
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