Bft Financial Group, LLC

Bft Financial Group, LLC (CRD# 109121) is a financial advisory firm headquartered in Bedford, TX. They manage $600,446,215 in 3,746 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    3,746
    ACCOUNTS
  • Average Account Value
    $160,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
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.

AL, AR, AZ, CA, CO, FL, GA, IA, IN, LA, MI, MN, NC, NE, NJ, NM, NV, NY, OK, TX, VA

Financial Advisors at Bft Financial Group, LLC
Showing 11 - 18 of 18 top financial advisors.
11
Jessica C. Papadopoulos
CRD#: 4306515
Bedford, TX 76021

Jessica Papadopoulos (CRD# 4306515) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 18 years of experience in the finance industry.

12
Ray L. Pinson
CRD#: 5122994
Bedford, TX 76021

Ray Pinson (CRD# 5122994) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 6 years of experience in the finance industry. Ray Pinson 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.

13
Daniel N. Savard
CRD#: 2140601
Bedford, TX 76021

Daniel Savard (CRD# 2140601) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 28 years of experience in the finance industry.

14
William D. Schultz
CRD#: 2219862
Bedford, TX 76021

William Schultz (CRD# 2219862) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 27 years of experience in the finance industry.

15
Sammy D. Tally
CRD#: 1775830
Omaha, NE 68137

Sammy Tally (CRD# 1775830) is an Investment Advisor Representative working at Bft Financial Group, LLC in Omaha, NE and has over 31 years of experience in the finance industry. Sammy Tally 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.

16
Stephen D. Tally
CRD#: 3223264
Bedford, TX 76021

Stephen Tally (CRD# 3223264) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 20 years of experience in the finance industry.

17
Ryan M. Vassar
CRD#: 5449359
Big Spring, TX 79720

Ryan Vassar (CRD# 5449359) is an Investment Advisor Representative working at Bft Financial Group, LLC in Big Spring, TX and has over 11 years of experience in the finance industry.

18
Zaphrey L. Williams
CRD#: 2443743
Bedford, TX 76021

Zaphrey Williams (CRD# 2443743) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 26 years of experience in the finance industry.

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