Claim Profile
CH

Charles Roy Huffman

BCS FINANCIAL, LLC·JOHNSON CITY, Tennessee
Unclaimed Profile
801 F SUNSET DRIVE, JOHNSON CITY, TN 37604CRD# 5283472Firm CRD# 115489
01

About

Charles Roy Huffman is a registered financial advisor based in JOHNSON CITY, Tennessee, affiliated with BCS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BCS FINANCIAL, LLC
BCS WEALTH MANAGEMENT, LLC
AUM
$599M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5283472
Firm CRD# 115489
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JOHNSON CITY?

Browse all registered financial advisors in JOHNSON CITY, Tennessee or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Roy Huffman offer?
Charles Roy Huffman specializes in Financial Planning, Investment Management. Contact their office in JOHNSON CITY, Tennessee for a consultation.
What are Charles Roy Huffman's credentials?
Charles Roy Huffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Roy Huffman located?
Charles Roy Huffman is based in JOHNSON CITY, Tennessee, working with BCS FINANCIAL, LLC. Their office serves clients in the JOHNSON CITY metropolitan area and surrounding communities.
How does Charles Roy Huffman charge for services?
Charles Roy Huffman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCS FINANCIAL, LLC?
BCS FINANCIAL, LLC has approximately 13 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty