Conor Mckenna

Bcg Securities, INC.

1 Year 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.

June 2024 - Present · 1 yr 8 mos

Bcg Securities, INC.Broker

March 2024 - Present · 1 yr 11 mos

State Registrations4 states

FLMANJPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.