Virginia Tycksen is a registered investment advisor at Bcg Securities, INC., based in Medford, OR, with 19 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
Medford, OR
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Virginia is a board member of the Southern Oregon Humane Society, spending minimal time. She also occasionally teaches a bead class and sells personal items through online stores, dedicating minimal time to each activity.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.
Horace Mann Investors, INC.
Horace Mann Investors, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.Broker
Previous Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
UBS Financial Services INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.