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About BNB Wealth Management |
Our vision is clear: through collaboration we can help contribute to you and your family?s financial stability and continuity. At BNB Financial we believe it is our advisors responsibility to use our skills and resources to help you attain your financial goals and objectives. We will help make your retirement plans come to fruition through sound financial plans and objective advice.
It is said that even the longest journey starts with the first step, so too it is with developing a financial plan ? therefore we suggest you contact a BNB Financial advisor today and begin the journey of planning for your future.
Unlike many of our competitors, At BNB we have no minimum account size and there is no cost or obligation to meet with us. |
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General Information |
| Years of Experience in Financial Services: |
2.5
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| States Licensed in: |
MD,DC, VA
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| Name of Custodial Firm: |
Pershing LLC
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| Number of Years with Current Firm: |
1-2
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
BNB Financial Inc
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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