TrueAdvisor
TrueAdvisor
GL
GL

Gary Wayne Latuszewski

Bcg Securities, INC.
41 Years of Experience
7 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Bcg Securities, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M

Fee Structure

Minimum Investment:$25K

Location

8500 Brooktree Rd., Suite 210, Wexford, PA, 15090

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History

Regulatory History (7)
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Judgment / Lien
July 2015
Judgment / Lien
February 2015
Judgment / Lien
August 2014
Judgment / Lien
November 2013
Judgment / Lien
September 2012
Judgment / Lien
April 2009
Judgment / Lien
January 2005
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary is the owner of Landmark Financial Partners, a DBA for securities business through BCG Securities, and Landmark Tax and Accounting Services, offering tax planning, bookkeeping, and payroll services. He spends a few hours per week on Landmark Financial Partners and about 10-20% of his time on Landmark Tax and Accounting Services.

Employment History
Current Registrations
Bcg Securities, INC.Broker
June 2015 - Present · 10 yrs 8 mos
Bcg Securities, INC.
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Key Wealth Management, INC.
September 2021 - November 2021 · 2 mos
Capital Analysts
December 2013 - February 2016 · 2 yrs 2 mos
Lincoln InvestmentBroker
August 2010 - June 2015 · 4 yrs 10 mos
Lincoln Investment Planning, INC
August 2010 - June 2015 · 4 yrs 10 mos
Great American Advisors, INC.Broker
December 2009 - August 2010 · 8 mos
Great American Advisors, INC.
December 2009 - August 2010 · 8 mos
Ing Financial Advisers, LLC
March 2005 - January 2010 · 4 yrs 10 mos
Ing Financial Advisers, LLCBroker
July 2004 - January 2010 · 5 yrs 6 mos
Ing Financial Advisers, LLC
July 2004 - August 2004 · 1 mo
Gunnallen Financial, INCBroker
March 2003 - August 2004 · 1 yr 5 mos
Gunnallen Financial, INC
March 2003 - August 2004 · 1 yr 5 mos
Atlas Brokerage Company, L.P.Broker
February 2003 - March 2003 · 1 mo
VALIC Financial Advisors, INC.
October 2002 - February 2003 · 4 mos
VALIC Financial Advisors, INC.Broker
January 1999 - February 2003 · 4 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
May 1987 - December 2001 · 14 yrs 7 mos
Hefren-Tillotson, INC.Broker
December 1986 - May 1987 · 5 mos
Walnut Street Securities, INC.Broker
April 1986 - July 1986 · 3 mos
Pruco Securities CorporationBroker
November 1983 - January 1986 · 2 yrs 2 mos
State Registrations9 states
AZCAFLMDNCOHPASCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.