TrueAdvisor
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JO
JO

James B O'donoghue

Bcg Securities, INC.
15 Years of Experience
Broker
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

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.

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Other Business Activities

Since April 2016, James has been a Lyft driver, providing rides for a few hours per week. He estimates earning $2,000 per year from this activity.

Employment History
Current Registrations
Bcg Securities, INC.Broker
August 2015 - Present · 10 yrs 6 mos
Bcg Securities, INC.
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
PNC Investments
May 2013 - August 2015 · 2 yrs 3 mos
PNC InvestmentsBroker
May 2013 - August 2015 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - April 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2012 - April 2013 · 1 yr 3 mos
Ing Financial Partners, INC
January 2010 - November 2011 · 1 yr 10 mos
Ing Financial Partners, INC.Broker
January 2010 - November 2011 · 1 yr 10 mos
State Registrations15 states
CODCDEFLGAKYMAMDMINCNJNYPAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.