James
O'Donoghue

Bcg Securities, Inc

CRD#4991036
Investment Advisor
in Cherry Hill, NJ

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About this Advisor

James O'Donoghue is a financial advisor working in Cherry Hill, New Jersey who has 8 years of industry experience. O'Donoghue is an advisor for Bcg Securities, Inc. Throughout their career, they have worked at Pnc Bank, Pnc Investments LLC and Bcg Securities, Inc. O'Donoghue maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado, Delaware, District Of Columbia, Georgia, Kentucky, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania and Wisconsin. Bcg Securities, Inc is an advisory company that has its headquarters in Cherry Hill, NJ. The investment advisory business has offices in eight locations and a total of 60 people on staff. It controls $516 million in total assets among its 1,510 client accounts, placing it among the larger firms in the United States by assets under management. Of its 1,510 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. Bcg Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. However, fee types billed by Bcg Securities, Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

51 Haddonfield Road Suite 210
Cherry Hill, NJ 08002

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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

James O'Donoghue Work History

James has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Bcg Securities, Inc

2013 - 2015 (2 years)

Pnc Bank

2013 - 2015 (2 years)

Pnc Investments LLC

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