Erica L Wainscott

Bcg Securities, INC.

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Bcg Securities, INC.

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

Location

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

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Bcg Securities, INC.

August 2023 - Present · 2 yrs 6 mos

Bcg Securities, INC.

July 2023 - Present · 2 yrs 7 mos

Bcg Securities, INC.Broker

July 2023 - Present · 2 yrs 7 mos

Horace Mann Investors, INC.

January 2020 - Present · 6 yrs 1 mo

Horace Mann Investors, INC.

April 2016 - Present · 9 yrs 10 mos

Horace Mann Investors, INC.Broker

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Horace Mann Investors, INC.

September 2018 - December 2019 · 1 yr 3 mos

J.P. Morgan Securities LLCBroker

October 2012 - April 2016 · 3 yrs 6 mos

Chase Investment Services CORP.Broker

July 2010 - October 2012 · 2 yrs 3 mos

State Registrations2 states

FLNJ

AdvisorBrokerBoth

Exams

No exam information available for this advisor.