Bdo Wealth Advisors, LLC
Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $893,674,672 in 1,745 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management894MILLION
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Total Number of Accounts1,745ACCOUNTS
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Average Account Value$512,134
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA
David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 39 years of experience in the finance industry.
Jeffery Albaneze (CRD# 6674627) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Jeffery Albaneze 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.
Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry. Jared Banner 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.
Mark Biegel (CRD# 3070942) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 21 years of experience in the finance industry.
Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 14 years of experience in the finance industry.
Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 12 years of experience in the finance industry. Jeremy Dunlop 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.
Matthew Gotlin (CRD# 2498059) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 10 years of experience in the finance industry.
Sarah Hancock (CRD# 6182394) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Peter Jenkins (CRD# 2443917) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 26 years of experience in the finance industry. Peter Jenkins 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.
Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 24 years of experience in the finance industry.