Bdo Wealth Advisors, LLC

Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $833,399,874 in 1,788 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    833
    MILLION
  • Total Number of Accounts
    1,788
    ACCOUNTS
  • Average Account Value
    $466,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MO, NC, NE, NH, NJ, NY, TX

Financial Advisors at Bdo Wealth Advisors, LLC
Showing 1 - 10 of 14 top financial advisors.
1
David T. Albaneze
CRD#: 708697
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
96
Wealthminder
score

David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 38 years of experience in the finance industry.

2
Jared B. Banner
CRD#: 4595247
125 High Street 16th Floor, Oliver Street Tower, Boston, MA 02110
96
Wealthminder
score

Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Boston, MA and has over 16 years of experience in the finance industry. Jared Banner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew B. Cochran
CRD#: 5007977
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
96
Wealthminder
score

Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.

4
Jeremy T. Dunlop
CRD#: 5298142
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 11 years of experience in the finance industry. Jeremy Dunlop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tom E. Kukulski
CRD#: 4367149
2020 Calamos Court, Naperville, IL 60563
96
Wealthminder
score

Tom Kukulski (CRD# 4367149) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Naperville, IL and has over 18 years of experience in the finance industry. Tom Kukulski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Eric J. Linser
CRD#: 4079983
2655 Van Ness Avenue, Suite 3, San Francisco, CA 94109
96
Wealthminder
score

Eric Linser (CRD# 4079983) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

7
Christopher G. Widing
CRD#: 3121011
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Christopher Widing (CRD# 3121011) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 18 years of experience in the finance industry. Christopher Widing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Tyson J. Giger
CRD#: 4805908
101 S. Hanley Road, Suite 800, Saint Louis, MO 63105
93
Wealthminder
score

Tyson Giger (CRD# 4805908) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.

9
Richard F. Kraner
CRD#: 2719261
101 S. Hanley Rd., Suite 800, Saint Louis, MO 63105
93
Wealthminder
score

Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

10
Anne M. Phelps
CRD#: 5863321
101 S. Hanley Rd., Suite 800, Saint Louis, MO 63105
93
Wealthminder
score

Anne Phelps (CRD# 5863321) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.

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