Michael
Samuels

Bfc Planning, Inc

CRD#1041618
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Samuels is a financial advisor based in Pittsburgh, Pennsylvania, working with Bfc Planning, Inc. Michael has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisor, Inc, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Michael is part of Bfc Planning, Inc, which operates out of Pittsburgh, Pennsylvania. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Pittsburgh, PA

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,839,208,077

PA Average: $9,259,360,772
Total Number of Employees

200

PA Average: 166
Total Number of Accounts

8,749

PA Average: 7,189
Average Account Size

$210,219

PA Average: $1,287,990

Investment Advisory Services

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

Michael Samuels Work History

2017 - Present (8 years)

Berthel Fisher & Company Financial Services, Inc

2017 - Present (8 years)

Bfc Planning, Inc

2013 - 2017 (4 years)

Cambridge Investment Research, Inc

2013 - 2017 (4 years)

Cambridge Investment Research Advisor, Inc

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Disclosures

Please visit the SEC profile of Michael Samuels 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

Steven Mrozek
Youngstown, OH
Carl Wallin
West Fargo, ND
William Gebhart
Cedar Rapids, IA
Suman Sachdeva
Naples, FL
William Sines
Seminole, FL
Michael Rosenthal
Cortland, NY
Mark Bakkum
Bismarck, ND
Gregg Georgantas
Channanon, IL

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.

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