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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RICHARD ONESTO
CFO/FINOPCRD 2453096
Contacts
3 of 5JUNE KOSS
Registered RepresentativeCRD 2844078
Amy Chambers
Registered RepresentativeCRD 7566534
BRIAN SWEENEY
CCO, PrincipalCRD 4174087
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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