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Arthur Salmon

Bfc Planning, INC.
27 Years of Experience
Dallas, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Arthur Salmon is a registered investment advisor at Bfc Planning, INC., based in Dallas, TX, with 27 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15443 Knoll Trail Dr, Suite 110, Dallas, TX, 75248

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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.

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Other Business ActivitiesSells Insurance

Arthur works as a securities representative and certified financial planner at GS Wealth Management. He also owns Category IV, LLC, which distributes and sells automotive parts and supplies through e-commerce websites.

Employment History
Current Registrations
Bfc Planning, INC.
June 2012 - Present · 14 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Milkie/ferguson Investments, INC.
January 2012 - June 2012 · 5 mos
Milkie/ferguson Investments, INC.Broker
January 2012 - June 2012 · 5 mos
Bbva Compass Investment Solutions, INCBroker
July 2011 - January 2012 · 6 mos
Farmers Financial Solutions, LLCBroker
November 2005 - July 2010 · 4 yrs 8 mos
Gunnallen Financial, INCBroker
June 2004 - July 2004 · 1 mo
Gunnallen Financial, INC
June 2004 - July 2004 · 1 mo
John Hancock Advisers, LLC
June 2001 - May 2003 · 1 yr 11 mos
Sovereign Asset Management Corporation
June 2001 - May 2003 · 1 yr 11 mos
John Hancock Funds, LLCBroker
January 1999 - January 2003 · 4 yrs
Fidelity Brokerage Services, INC.Broker
July 1998 - November 1998 · 4 mos
H.D. Vest Investment Securities, INC.Broker
February 1996 - June 1998 · 2 yrs 4 mos
State Registrations20 states
ALARAZCACOFLILLAMDMNNCNJOKPASCSDTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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