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Armando Luis Partida

BFC Planning, Inc.

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About Armando Luis Partida

Armando Luis Partida is a financial professional with over 30 years of experience in the financial services industry. He has a diverse background, holding registrations as both a Registered Representative (RR) and an Investment Advisor Representative (IAR) in California. Armando is currently affiliated with BFC Planning, Inc., a firm that provides financial planning and investment advisory services. He has a strong track record in serving a variety of client types, including individuals, high-net-worth individuals, corporations, and pension plans. His commitment to providing personalized financial advice is evident in his experience and the client base he serves.

Firm Information

Armando Partida is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Armando Partida’s Registration & Firm History

CA

09/15/2016 - Present

BFC Planning, Inc. (Bakersfield CA)

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Licenses & Designations

BC

Issued 07/22/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/30/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Armando Luis Partida.
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