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 SEC records dating back to 2002. Publicly available records contain only limited descriptive information: the firm is classified as unclassified and ownership is recorded as a combination of a domestic entity and an individual. Filings indicate the firm is not designated as a multi-state adviser, not a pension consultant, and not identified as a related adviser. The firm has not supplied standard descriptive details such as its client mix, fee model, or day-to-day advisory activities. That lack of disclosure makes it difficult to characterize its target clients, service model, or how it positions itself relative to broker-dealers, RIAs, or other wealth platforms.

Investments & Alternatives

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

Contacts

3 of 6
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • June Koss

    Registered RepresentativeCRD 2844078

  • Amy Chambers

    Amy Chambers

    Registered RepresentativeCRD 7566534

Unlock 3 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