Best Investors Account Sign in
Inactive

Paul Ma

Bg Investment Services, LLC

Hagatna

North Attleboro, MA

CRD 4237683

Claim This Profile
Employer firm

Bg Investment Services, LLC CRD 281716

$868M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bg Investment Services, Llc

120 Father Duenas Avenue, Hagatna 96910 • Guam

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
  • MA RA
    APPROVED
    Since 2026-07-30

Branch Locations

120 Father Duenas Avenue, Hagatna 96910 • Guam

North Attleboro, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Smithfield RI 08/2015 07/2026
Bg Investment Services, Llc Hagatna 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-09-02
S66 Uniform Combined State Law Examination 2000-12-11
  • S63 Uniform Securities Agent State Law Examination
    2015-09-02
  • S66 Uniform Combined State Law Examination
    2000-12-11
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor