Unclaimed Profile

Joseph Steckler Billeaud

BCM ADVISORS, LLC·LAFAYETTE, Louisiana

Series 3, Series 65Clean record20 years registeredBCM ADVISORS, LLC

1018 HARDING ST., SUITE 104, LAFAYETTE, LA 70503CRD# 2811972Firm CRD# 107946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Steckler Billeaud · LAFAYETTE, LA

Registration

CRD #2811972 · BCM ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

BCM ADVISORS, LLC

Apr 2006 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · April 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BCM ADVISORS, LLC

CRD 107946 · SEC 801-56006

AUM

$578M

Regulatory assets under management

Employees

527 client accounts

Services offered by BCM ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BCM ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Steckler Billeaud offer?

Joseph Steckler Billeaud specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are Joseph Steckler Billeaud's credentials?

Joseph Steckler Billeaud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Steckler Billeaud located?

Joseph Steckler Billeaud is based in LAFAYETTE, Louisiana, working with BCM ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Joseph Steckler Billeaud charge for services?

Joseph Steckler Billeaud's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BCM ADVISORS, LLC?

BCM ADVISORS, LLC has approximately 9 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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