linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Baumann

BCG Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Baumann

Christopher Baumann is a registered representative with BCG Securities, Inc. in Cherry Hill, New Jersey. Christopher has been in the securities industry since June 2020. Christopher is a licensed securities representative with the Series 66, 7TO and SIE exams. Christopher offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christopher previously was employed by Royal Alliance Associates, Inc. in Yardley, Pennsylvania. Christopher is also an agent with OTT Insurance and sells property and casualty insurance.

Firm Information

Christopher Baumann is currently registered with BCG Securities, Inc.. BCG Securities, Inc. is a corporation headquartered in CHERRY HILL, NJ, with a main office in the United States. The firm was formed on September 10, 1965, and is registered with the SEC and in all 50 states. BCG Securities, Inc. provides investment advisory services to individuals, high net worth individuals, other investment advisers, pension and profit-sharing plans, and businesses. The firm offers financial planning, portfolio management, selection of other advisers, and wrap fee programs. It has approximately 1800 client accounts with a total of $685,823,407 in assets under management.
BCG Securities, Inc.

51 HADDONFIELD ROAD

CHERRY HILL, NJ 08002

$685.82M

Assets Under Management

1,800

Total Clients

44

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Baumann’s Registration & Firm History

NJ

09/25/2023 - Present

BCG Securities, Inc. (CHERRY HILL NJ)

PA

06/10/2020 - 01/04/2023

ROYAL ALLIANCE ASSOCIATES, INC. (YARDLEY PA)

Not sure if Christopher Baumann is right for you?

Licenses & Designations

BOTH

Issued 06/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Baumann.
Not sure if Christopher Baumann is right for you?