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Patrick Moran

BCG Securities, Inc.

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About Patrick Moran

Patrick Moran is a registered investment advisor representative with both BCG Securities, Inc. and Horace Mann Investors, Inc. Patrick has been in the industry since December 2020 and has experience in providing financial planning and portfolio management services to individuals and businesses. Patrick is also licensed as a multiline insurance agent with Horace Mann Service Corp. and offers property, casualty, health, and life insurance products.

Firm Information

Patrick Moran 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 Moran’s Registration & Firm History

VA

06/20/2023 - Present

BCG Securities, Inc. (Blacksburg VA)

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Licenses & Designations

IA

Issued 06/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Moran.
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