BSA Wealth Advisors- Financial Advisor North Kingstown, RI

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About BSA Wealth Advisors

As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. Recognizing that each client has individual needs, BSA Wealth is dedicated to understanding and appreciating each client's situation before making recommendations. We believe in educating clients and work diligently to help develop achievable goals, understand financial choices and portfolios, and implement strategies that assist clients in attaining their personal plans. As an independent financial advisory firm, we do not receive financial incentives for using any investment over another, so we are able to tailor advice so it will always be in the best interest of each client. If these attributes are ones, you feel are important to building a relationship, then we are looking forward to using our experience to help you pursue your financial goals.

See Disclosures

General Information

CRD#

4712368

Firm CRD#

11869

Name of Broker/Dealer

PlanMember Securities Corporation

States Licensed in

RI, MA, CT, FL, NY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

Spanish

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

LUTCF^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$20,000,000

Compensation and Fees

Fee Structure

Fee-Based

Fee % Based on Assets

Education

BS in Management - Resource Management

Universtity of Vermont
09/1988 -05/1992

Disclosures

Beren Anderson is a registered representative of PlanMember Securities Corporation (PSEC) We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: RI, MA, CT, FL, NY Insurance: RI, MA, CT, FL, NY Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. BSA Wealth and PSEC are independently owned and operated. 6187 Carpinteria Ave., Carpinteria, CA 93013 (800) 874-6910

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891377/paladinregistry-BSA-Wealth-Advisors-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

BSA Wealth Advisors