Erika
Kam
Bci Securities, Inc
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About this Advisor
Erika Kam is a financial advisor working out of Miami, Florida with 4 years of industry experience. Kam currently works for Bci Securities, Inc. Throughout their career, they have worked at Principal Life Insurance Company, Bank Hapoalim Bm, Hapoalim Securities Usa, Inc, Princor Financial Services Corporation and Bci Securities, Inc. Kam maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Bci Securities, Inc is a financial advisory business operating out of Miami, FL. The firm has offices in three locations and a total of 71 employees. It controls $381 million in assets between its 510 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 510 accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets. Bci Securities, Inc offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees vary depending on the type of services offered. However, fees charged by Bci Securities, Inc can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bci Securities, Inc Brokerage Details
$380,927,243
71
510
$746,916
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Erika Kam Work History
Erika has been registered as a financial advisor for 4 years.*
Bci Securities, Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Hapoalim Securities Usa, Inc
Bank Hapoalim Bm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erika Kam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bci Securities, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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