Terry
Pitchford

Bfc Planning, Inc

CRD#1156863
Investment Advisor
in Austin, TX
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About this Advisor

Terry Pitchford is an investment advisor in Austin, Texas. Currently a registered advisor with Bfc Planning, Inc, they have accrued an impressive 37 years of professional experience as a financial advisor. Pitchford maintains a Series 63 license, qualifying them as a securities representative. Pitchford is able to work with customers based out of Texas. Throughout their career, Pitchford has worked at Securities Management & Research, Inc and American National Ins. Co. Bfc Planning, Inc is located in Austin, Texas, and operates out of 185 other locations across the United States. As a company, Bfc Planning, Inc oversees $890 million in assets dispersed across 7,000 client accounts and employs more than 206 people. The amount of assets the firm manages places it among the larger investment advisory firms in the country. The firm manages 4,700 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the investment firm's 7,000 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Bfc Planning, Inc offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

37 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

Disclosures

No

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

$890,000,000

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

206

TX Average: 166
Total Number of Accounts

7,000

TX Average: 7,189
Average Account Size

$127,143

TX Average: $1,287,990

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Investment Advisory Services

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

Terry Pitchford Work History

Terry has 37 years of experience.

1983 - Present (36 years)

Securities Management & Research, Inc

1981 - Present (38 years)

American National Ins. Co

Disclosures

Terry Pitchford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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