BG WORLDWIDE SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
121735
Registered since
November 18, 2002

Firm profile

FINTRX

Overview

BG Worldwide Securities, Inc. is organized as a corporation and appears in regulatory records as having been registered with the SEC in 2002. Ownership is listed as a mix of a domestic entity and an individual. The firm's public classification is recorded as Unclassified, and its filings indicate it does not act as a capital allocator. It is not identified as an active ESG investor, not designated as a multi-state adviser, and is not marked as a related adviser in the available snapshot. Details about advisory services, target client segments, and fee arrangements are not reported in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • RICHARD ONESTO

    CFO/FINOPCRD 2453096

Contacts

3 of 5
  • JUNE KOSS

    Registered RepresentativeCRD 2844078

  • Amy Chambers

    Registered RepresentativeCRD 7566534

  • BRIAN SWEENEY

    CCO, PrincipalCRD 4174087

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
340 N Westlake Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth