William
Sines
Bfc Planning, Inc
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About this Advisor
William Sines is a financial advisor working in Seminole, Florida with a total of 5 years of industry experience. Sines is an advisor for Bfc Planning, Inc. The advisor has gained experience at Sii Investments, Inc, Kalos Capital, Kalos Management, Senior Financial Services, Bfc Planning, Inc and Berthel Fisher & Company Financial Services, Inc. Sines holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Bfc Planning, Inc is an advisory company operating out of Cedar Rapids, IA. The company has offices in 135 locations and a total of 200 advisors. It has $2 billion in assets across its 8,990 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 8,990 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which service is provided. Fees billed by Bfc Planning, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William Sines Work History
William has been registered as a financial advisor for 5 years.*
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Kalos Capital
Kalos Management
Sii Investments, Inc
Senior Financial Services
*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 William Sines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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