Brad David Wexler

Bcg Securities, INC.

32 Years of Experience

Broker

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

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bcg Securities, INC.Broker

August 2019 - Present · 6 yrs 6 mos

Bcg Securities, INC.

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Kestra Advisory Services, LLC

April 2016 - August 2017 · 1 yr 4 mos

NFP Advisor Services, LLC

March 2009 - September 2016 · 7 yrs 6 mos

Kestra Investment Services, LLCBroker

November 2004 - August 2017 · 12 yrs 9 mos

Tycor Asset Management, INC.

November 2004 - December 2015 · 11 yrs 1 mo

Fundquest Incorporated

March 2004 - May 2004 · 2 mos

Pfic Securities CorporationBroker

March 2004 - November 2004 · 8 mos

Nfa Brokerage Services, INC.Broker

April 1995 - February 2004 · 8 yrs 10 mos

National Financial Advisors INC

March 1993 - March 2004 · 11 yrs

Investacorp, INC.Broker

July 1991 - April 1995 · 3 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.