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William John Steele

BCG Securities, Inc.

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About William John Steele

William Steele has been in the securities industry since May 23, 1988. William is currently registered with BCG Securities, Inc. and has been with the firm since June 19, 2015. William has previously held positions with Lincoln Investment, Great American Advisors, Inc., VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Berkshire Equity Sales, Inc., Spectrum Securities Corporation, MONY Securities Corp., and Lutheran Brotherhood Securities Corp. William offers financial planning, selection of other advisers, portfolio management for businesses and individuals, as well as other investment related services.

Firm Information

William Steele 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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William Steele’s Registration & Firm History

PA

06/19/2015 - Present

BCG Securities, Inc. (Wexford PA)

PA

08/02/2010 - 06/19/2015

LINCOLN INVESTMENT (WEXFORD PA)

PA

02/22/2010 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (WEXFORD PA)

PA

01/01/1999 - 08/06/2009

VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)

TX

09/29/1998 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

MA

07/31/1997 - 10/28/1998

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

OH

05/25/1995 - 01/24/1997

SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)

NY

06/07/1993 - 07/19/1994

MONY SECURITIES CORP. (NEW YORK NY)

MN

06/13/1986 - 05/21/1993

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Steele.
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