Bdo Wealth Advisors, LLC
Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $833,399,874 in 1,788 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management833MILLION
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$466,107
- 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, MO, NC, NE, NH, NJ, NY, TX
David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 38 years of experience in the finance industry.
Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Boston, MA and has over 16 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.
Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 13 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 11 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.
Tom Kukulski (CRD# 4367149) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Naperville, IL and has over 18 years of experience in the finance industry. Tom Kukulski 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.
Eric Linser (CRD# 4079983) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Christopher Widing (CRD# 3121011) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 18 years of experience in the finance industry. Christopher Widing 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.
Tyson Giger (CRD# 4805908) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.
Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.
Anne Phelps (CRD# 5863321) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.