BG Worldwide Securities, Inc.
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 121735
- Registered since
- November 18, 2002
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Richard Onesto
FinOpCRD 2453096
June Koss
Registered RepresentativeCRD 2844078

Amy Chambers
Registered RepresentativeCRD 7566534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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