Melissa Willoughby is a registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 18 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 →Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Previous Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Thrivent Investment Management INC.Broker
State Registrations2 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.