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AK
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Abdul Khaliq
Bcg Securities, INC.
15 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Bcg Securities, INC.
Compensation
Commission-Based
Fee-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
Investment Management
Planning
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Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
April 2018
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How to Read Disclosures
Employment History
Current Registrations
Bcg Securities, INC.
May 2018 - Present · 7 yrs 9 mos
Bcg Securities, INC.
Broker
May 2018 - Present · 7 yrs 9 mos
Bcg Securities, INC.
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - May 2018 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
August 2010 - May 2018 · 7 yrs 9 mos
State Registrations
8 states
CA
FL
MD
NJ
NY
PA
TX
VA
Advisor
Broker
Both
Exams
No exam information available for this advisor.