Bg Financial Advisors, LLC

Bg Financial Advisors, LLC (CRD# 167309) is a financial advisory firm headquartered in , . They manage $8,839,103 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/robert-green-6597428/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $589,274
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
The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Bg Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Green, financial advisor Beaufort SC
Robert L. Green
CRD#: 705199
Beaufort, SC

Robert Green (CRD# 705199) is an Investment Advisor Representative working at Bg Financial Advisors, LLC in Beaufort, SC and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals