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William David Schultz

BFT FINANCIAL GROUP, LLC·BEDFORD, Texas
BFT FINANCIAL GROUP, LLC
2312 SCHOOL LANE, BEDFORD, TX 76021CRD# 2219862Firm CRD# 109121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William David Schultz · BEDFORD, TX
Registration
CRD #2219862 · BFT FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

William David Schultz is a registered financial advisor based in BEDFORD, Texas, affiliated with BFT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BFT FINANCIAL GROUP, LLC
BFT FINANCIAL GROUP, LLC
AUM
$609M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at BFT FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 2219862
Firm CRD# 109121
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William David Schultz offer?
William David Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, Texas for a consultation.
What are William David Schultz's credentials?
William David Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Schultz located?
William David Schultz is based in BEDFORD, Texas, working with BFT FINANCIAL GROUP, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does William David Schultz charge for services?
William David Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BFT FINANCIAL GROUP, LLC?
BFT FINANCIAL GROUP, LLC has approximately 22 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BFT FINANCIAL GROUP, LLC

Earl Stephen Freeman
BEDFORD, TX
Sammy Doyal Tally
BEDFORD, TX
John Anthony Sivo
HURST, TX
Lodewijk A. Lamaison Van Den Berg
BEDFORD, TX

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Research
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