Suman
Sachdeva
Bfc Planning, Inc
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About this Advisor
Suman Sachdeva is a financial advisor based in Naples, Florida, working with Bfc Planning, Inc. Suman has previously held positions at Broker Dealer Financial Services, Securities Management And Research, Inc, and Bfc Planning, Inc. Suman has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Suman is part of Bfc Planning, Inc, which operates out of Naples, Florida. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Suman Sachdeva Work History
Securities Management And Research, Inc
Bfc Planning, Inc
Broker Dealer Financial Services
Disclosures
Please visit the SEC profile of Suman Sachdeva 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 Bfc Planning, Inc
West Fargo, ND
Youngstown, OH
Cedar Rapids, IA
Naples, FL
Seminole, FL
League City, TX
Bismarck, ND
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
