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Montgomery Gossen

Bcm Advisors, LLC

Lafayette, LA

CRD 6550898

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Employer firm

Bcm Advisors, LLC CRD 107946

$776M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Bcm Advisors, Llc

1018 Harding St., Suite 104, Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-10
LA RA APPROVED 2016-02-04
  • TX RA
    APPROVED
    Since 2022-03-10
  • LA RA
    APPROVED
    Since 2016-02-04

Branch Locations

1018 Harding St., Suite 104, Lafayette, LA 70503 • 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
Bcm Advisors, Llc (Formerly Billeaud Capital Management, Llc) Lafayette LA 02/2016 Present
  • 02/2016 → Present
    Bcm Advisors, Llc (Formerly Billeaud Capital Management, Llc)
    Lafayette, LA
Previous Registrations
  • 2015-09-25 → 2016-01-28
    Ahrens Investment Partners, Llc
    Lafayette, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-25
  • S65 Uniform Investment Adviser Law Examination
    2015-09-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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