Advisor at BPD Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BPD Wealth Management LLC
Location
Harrisonburg, VA
Credentials
Series 65
Industry experience
17 years
0.50% to 2.00% annually, payable quarterly in arrears based on account value at quarter end; fees may be negotiable in special cases
Up to $150 per hour, negotiable depending on scope and complexity of services
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts deemed too small to manage effectively
Hep
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Harrisonburg, VA
Edward Jones
Series 66
Harrisonburg, VA
Edward Jones
CFP®, Series 66
Harrisonburg, VA
Edward Jones
ChFC®, Series 66
Harrisonburg, VA
Edward Jones
Series 63, Series 66
Harrisonburg, VA
Edward Jones
CFP®, Series 66
Harrisonburg, VA
Edward Jones
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