Bg Financial Advisors, LLC

Bg Financial Advisors, LLC (CRD# 167309) is a financial advisory firm headquartered in Beaufort, SC. They manage $9,235,835 in 18 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $513,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, FL, SC, TX

Financial Advisors at Bg Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Green
CRD#: 705199
122 Palmetto Place, Beaufort, SC 29902
86
Wealthminder
score

Robert Green (CRD# 705199) is an Investment Advisor Representative working at Bg Financial Advisors, LLC in Beaufort, SC and has over 33 years of experience in the finance industry.

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