Douglas
Pruett

Bcg Securities, Inc

CRD#705342
Investment Advisor
in Park Ridge, NJ

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About this Advisor

Douglas Pruett is a financial advisor working out of Park Ridge, New Jersey with 7 years of industry experience. Pruett currently works for Bcg Securities, Inc. Pruett has gained experience at Raymond James & Associates, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Axia Financial Advisors, LLC, Gpl Wealth Management, LLC and Bcg Securities, Inc. Pruett has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado, Florida, New Jersey, Texas and Washington. Bcg Securities, Inc is a registered investment firm based out of Cherry Hill, NJ. The company has offices in eight locations and a total of 60 advisors. It handles $516 million in total assets between its 1,510 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,510 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on the type of financial services provided. However, fees charged by Bcg Securities, Inc may include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

Park Ridge, NJ

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Bcg Securities, Inc Brokerage Details

Total Assets Under Management

$516,270,263

NJ Average: $10,121,009,343
Total Number of Employees

60

NJ Average: 92
Total Number of Accounts

1,510

NJ Average: 6,978
Average Account Size

$341,901

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Douglas Pruett Work History

Douglas has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bcg Securities, Inc

2015 - 2016 (1 year)

Raymond James Financial Services

2015 - 2016 (1 year)

Raymond James Financial Services Advisors Inc

2015 - 2016 (1 year)

Axia Financial Advisors, LLC

2015 - 2016 (1 year)

Gpl Wealth Management, LLC

2007 - 2015 (8 years)

Raymond James & Associates

*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 Douglas Pruett 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 Bcg Securities, Inc

James O'Donoghue
Cherry Hill, NJ
Charles Holland
Cherry Hill, NJ
Sean Riley
Cherry Hill, NJ
D. G. (Chip) Kensinger
Cherry Hill, NJ
Michael Weckenbrock
Cherry Hill, NJ
Michael Rochonchou
Cherry Hill, NJ
Justin Kensinger
Cherry Hill, NJ
Nicholas Adornetto
Cherry Hill, NJ

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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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.

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