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Jeffrey Steven Vincent

BME INVESTMENT PARTNERS, LLC·ROSWELL, Georgia
SIE, Series 7, Series 63Clean recordBME INVESTMENT PARTNERS, LLC
1080 HOLCOMB BRIDGE ROAD, ROSWELL, GA 30076CRD# 722540Firm CRD# 148842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Steven Vincent · ROSWELL, GA
Registration
CRD #722540 · BME INVESTMENT PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BME INVESTMENT PARTNERS, LLC
CRD 148842 · SEC 801-70280
AUM
$1.9B
Regulatory assets under management
Employees
6
2 client accounts
Services offered by BME INVESTMENT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BME INVESTMENT PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Jeffrey Steven Vincent offer?
Jeffrey Steven Vincent specializes in Investment Management, Wealth Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Jeffrey Steven Vincent's credentials?
Jeffrey Steven Vincent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Steven Vincent located?
Jeffrey Steven Vincent is based in ROSWELL, Georgia, working with BME INVESTMENT PARTNERS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Jeffrey Steven Vincent charge for services?
Jeffrey Steven Vincent's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BME INVESTMENT PARTNERS, LLC?
BME INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Perry Johnson
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Research
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