Unclaimed Profile

Montgomery Gossen

BCM ADVISORS, LLC·LAFAYETTE, Louisiana

Series 65Clean record10 years registeredBCM ADVISORS, LLC

1018 HARDING ST., SUITE 104, LAFAYETTE, LA 70503CRD# 6550898Firm CRD# 107946

Profile Verification

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

Identity

Montgomery Gossen · LAFAYETTE, LA

Registration

CRD #6550898 · BCM ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

BCM ADVISORS, LLC

Feb 2016 – present

AHRENS INVESTMENT PARTNERS, LLC

Sep 2015 – Jan 2016

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 25, 2015

Years registered · 10

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 Montgomery Gossen offer?

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

What are Montgomery Gossen's credentials?

Montgomery Gossen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Montgomery Gossen located?

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

How does Montgomery Gossen charge for services?

Montgomery Gossen'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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