Philip
Bachman
Bcs Wealth Managment, LLC
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About this Advisor
Philip Bachman is a financial advisor based out of Johnson City, Tennessee with 7 years of relevant experience. Bachman is an advisor for Bcs Wealth Managment, LLC. Over the course of their career, Bachman has held roles at Purshe Kaplan Sterling Investments, Bcs Wealth Management and Phil Bachman Toyota. Bachman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Bcs Wealth Managment, LLC is a registered investment business based in Johnson City, TN. It has a total of 11 advisors. It controls $522 million in assets between its 1,381 accounts, placing it among the larger firms in the United States by assets under management. Of its 1,381 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Bcs Wealth Managment, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services vary depending on which services the firm provides the client. However, fees billed by Bcs Wealth Managment, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bcs Wealth Managment, LLC Brokerage Details
$521,560,784
11
1,381
$377,669
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Philip Bachman Work History
Philip has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Bcs Wealth Management
Phil Bachman Toyota
*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 Philip Bachman 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 Bcs Wealth Managment, LLC
Johnson City, TN
Johnson City, TN
Johnson City, TN
Kingsport, TN
Johnson City, TN
Johnson City, TN
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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