Patrick Moran
Patrick Moran is a registered investment advisor at Bcg Securities, INC., based in Blacksburg, VA, with 5 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
1901 South Main St, Suite 7, Blacksburg, VA, 24060
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 ActivitiesSells Insurance
Patrick is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life products.
Employment History
Current Registrations
Bcg Securities, INC.
Horace Mann Investors, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.Broker
State Registrations7 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.