Best Investors Account Sign in
Inactive

Ianka Tocheva Rando

Bg Financial Planning

Plaistow, NH

Wakefield, MA

CRD 4711491

Claim This Profile
Employer firm

Bg Financial Planning CRD 119234

36 advisory clients

Reported services (Item 5G)

  • Financial planning
  • INVESTMENT ADVICE AND IMPLEMENTAION HELP.

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

Current Employers
Bg Financial Planning

Plaistow, NH • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2002-04-14
  • MA RA
    APPROVED
    Since 2002-04-14

Branch Locations

Plaistow, NH • United States

382 Lowell Street, Suite 204A, Wakefield, MA 01880 • 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
Crystal Capital Management Wakefield MA 08/2003 06/2019
Bg Financial Planning Wakefield MA 04/2002 Present
  • 08/2003 → 06/2019
    Crystal Capital Management
    Wakefield, MA
  • 04/2002 → Present
    Bg Financial Planning
    Wakefield, MA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Ianka Tzvetanova Tocheva

View on SEC IAPD

More in Plaistow, NH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor