Terry
Pitchford

Bfc Planning, Inc

CRD#1156863
Investment Advisor
in Austin, TX

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About this Advisor

Terry Pitchford is a chartered financial consultant working out of Austin, Texas with 9 years of relevant experience. Pitchford is on the advisory team at Bfc Planning, Inc. Their career trajectory has included roles at American National Ins. Co and Securities Management & Research, Inc. Pitchford holds a Series 63 license, qualifying them as a securities agent, and is able to operate in Texas. Bfc Planning, Inc is a registered investment business headquartered in Cedar Rapids, IA. The firm has offices in 135 locations and a total of 200 financial advisors. It manages $2 billion in assets across its 8,990 accounts, making it one of the biggest firms in the nation by assets under management. Of its 8,990 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Bfc Planning, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on the type of services. Fees charged by Bfc Planning, Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

9 years

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

2501 Ranch Road 620 South Suite 230
Austin, TX 78738

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

TX Average: 166
Total Number of Accounts

8,990

TX Average: 7,189
Average Account Size

$164,328

TX Average: $1,287,990

Investment Advisory Services

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

Terry Pitchford Work History

Terry has been registered as a financial advisor for 9 years.*

1983 - Present (41 years)

Securities Management & Research, Inc

1981 - Present (43 years)

American National Ins. Co

*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 Terry Pitchford 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

Clifton Higgs
Cedar Rapids, IA
Darrell Mitchell
Denton, TX
Michael Samuels
Pittsburgh, PA
Steven Mrozek
New Castle, PA
Gregg Georgantas
Channanon, IL
Mark Bakkum
Bismarck, ND
Jeffrey Schiller
Plano, TX
Steven Gundy
Cedar Rapids, IA

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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