Bwb Advisory Group

Bwb Advisory Group (CRD# 328208) is a financial advisory firm headquartered in Enterprise, AL. They manage $14,534,124 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
529 Boll Weevil Circle, Enterprise, AL 36330
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,906,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Bwb Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
Brian McLeod, financial advisor Enterprise AL
Brian R. McLeod
CRD#: 7802346
529 Boll Weevil Circle, Enterprise, AL 36330

Brian McLeod (CRD# 7802346) is an Investment Advisor Representative working at Bwb Advisory Group in Enterprise, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals