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Abdul Khaliq

15 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Commission-BasedFee-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
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Location

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2018
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 IncorporatedBroker
August 2010 - May 2018 · 7 yrs 9 mos
State Registrations8 states
CAFLMDNJNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Abdul Khaliq - Financial Advisor | TrueAdvisor