Bdo Wealth Advisors, LLC
Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $1,508,669,578 in 2,886 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,509MILLION
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Total Number of Accounts2,886ACCOUNTS
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Average Account Value$522,755
- A percentage of assets under your management
- Hourly charges
- 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, CO, 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 40 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 18 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 22 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 15 years of experience in the finance industry.
Barbara Devine (CRD# 1428298) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Denver, CO 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 13 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.
Trevor Emery (CRD# 2578153) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Denver, CO and has over 25 years of experience in the finance industry.
Matthew Gotlin (CRD# 2498059) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 11 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 7 years of experience in the finance industry.