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Patrick Lyons White

BCG Securities, Inc.

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About Patrick Lyons White

Patrick Lyons White is a financial advisor with BCG Securities, Inc. Patrick has been a financial advisor since 1996, and holds both a Series 7 and Series 6 license. Patrick has experience with a number of financial products and services including: financial planning, portfolio management for individuals and businesses, and selection of other advisors. Patrick has been registered with the state of Pennsylvania since 2002.

Firm Information

Patrick White 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.

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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 businesses

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

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Patrick White’s Registration & Firm History

PA

11/07/2002 - Present

BCG Securities, Inc. (WEST CHESTER PA)

PA

02/29/2000 - 09/30/2002

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

CA

05/21/1996 - 05/28/1998

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 05/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Lyons White.
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