James O'donoghue is a registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 15 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
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
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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
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
Bcg Securities, INC.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations15 states
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.