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).

By the Numbers
  • Total Assets Under Management
    1,509
    MILLION
  • Total Number of Accounts
    2,886
    ACCOUNTS
  • Average Account Value
    $522,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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.

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

Financial Advisors at Bdo Wealth Advisors, LLC
Showing 21 - 21 of 21 top financial advisors.
21
Benjamin L. White
CRD#: 7253770
515 South Flower Street, 47th Floor, Los Angeles, CA 90071

Benjamin White (CRD# 7253770) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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