Advisors at this firm
Stephen H
Series 66
Akron, OH
BCD Advisors
Stephen Hecker is a financial advisor at BCD Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Sterne Agee and Pinnacle Advisory Group. He is also the president and owner of Armor Financial Management, LLC, where he acts as an independent insurance agent specializing in life, disability, and long-term care insurance. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm employs asset allocation, fundamental analysis, and Modern Portfolio Theory to recommend portfolios and trading strategies, offering both discretionary and non-discretionary arrangements.
Keith H
Series 63, Series 65
Akron, OH
BCD Advisors
Keith Harris is a financial advisor with BCD Advisors in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He is a partner in Jagged Edge Sports LLC, which provides core training for athletes across various sports, and serves as president of Inside The Jersey, a company offering college planning tools for student-athletes. BCD Advisors offers portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm employs asset allocation, fundamental analysis, and Modern Portfolio Theory to recommend portfolios and trading strategies under both discretionary and advisory arrangements.
Robert K
Series 63, Series 65
Akron, OH
BCD Advisors
Robert Kilivris is a financial advisor at BCD Advisors in Akron, OH, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Distributors Advisors since 2004, as well as Investments for You Inc from 2013 to 2016. Kilivris serves as president of Beacon Capital and holds a variable insurance license. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to recommend portfolios and trading strategies, offering both discretionary and advisory arrangements.
Steven A
Series 63, Series 65
Ridgeland, MS
BCD Advisors
Steven Anderson is a financial advisor with BCD Advisors in Ridgeland, MS, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Beacon Capital Distributors Advisors and Virtue Capital Management since 2018, with prior experience at Horter Investment Management and Financial Works USA, LLC. Anderson is also president and CEO of Financial Works USA, LLC, where he focuses on retirement income planning and fixed annuities. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm employs asset allocation, fundamental analysis, and Modern Portfolio Theory to recommend portfolios and trading strategies through both discretionary and advisory arrangements.