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Lucius Williamson

Bfc Planning, INC.
47 Years of Experience
Sacramento, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Lucius Williamson is a registered investment advisor at Bfc Planning, INC., based in Sacramento, CA, with 47 years of industry experience. Lucius is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1111 Howe Avenue, Suite 530, Sacramento, CA, 95825-8549

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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.
Customer Dispute
May 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lucius is an insurance agent since 2008, selling insurance products including LTC and disability insurance, and is also involved with Williamson and Associates as an insurance specialist. He dedicates about half of his time to Williamson Financial Solutions for security and advisory services, and about 10-20% of his time to Williamson and Associates.

Employment History
Current Registrations
Bfc Planning, INC.
January 2017 - Present · 9 yrs 9 mos
Berthel, Fisher & Company Financial Services, INC.Broker
April 2008 - Present · 18 yrs 6 mos
Berthel Fisher & Company Financial Services, INC.
March 2008 - Present · 18 yrs 7 mos
Previous Registrations
Securities Service Network, INC.Broker
March 2006 - February 2008 · 1 yr 11 mos
Ssn Advisory, INC.
March 2006 - February 2008 · 1 yr 11 mos
Linsco/private Ledger CORP.
July 2004 - March 2006 · 1 yr 8 mos
Linsco/private Ledger CORP.Broker
July 2004 - March 2006 · 1 yr 8 mos
Waddell & Reed, INC.
September 1997 - July 2004 · 6 yrs 10 mos
Waddell & Reed, INC.Broker
November 1978 - July 2004 · 25 yrs 8 mos
State Registrations16 states
ALAZCACOFLGAMSMTNCNENYOKTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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