Buddy
Jessee
Bfc Planning, Inc
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About this Advisor
Buddy Jessee is a financial advisor based in Tulsa, Oklahoma, working with Bfc Planning, Inc. Buddy has previously held positions at Bfc Planning, Inc, American Natl Ins Co, and Securities Management & Research, Inc. Buddy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Buddy is part of Bfc Planning, Inc, which operates out of Tulsa, Oklahoma. 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
Buddy Jessee Work History
Bfc Planning, Inc
Securities Management & Research, Inc
American Natl Ins Co
Disclosures
Please visit the SEC profile of Buddy Jessee 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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