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Akhil Venkata Giri

Bfc Planning, Inc.

Mount Laurel, NJ

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-17
  • NJ RA
    APPROVED
    Since 2026-03-17

Branch Locations

Mount Laurel, NJ • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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
True Capital Partners New York City NY 02/2021 06/2023
True Capital Partners New York City NY 06/2023 09/2025
True Capital Partners New York City NY 10/2025 Present
Student Hamilton NY 08/2015 06/2023
Berthel, Fisher & Company Financial Services, Inc. Moorestown NJ 03/2026 Present
Bfc Planning, Inc. Moorestown NJ 03/2026 Present
  • 02/2021 → 06/2023
    True Capital Partners
    New York City, NY
  • 06/2023 → 09/2025
    True Capital Partners
    New York City, NY
  • 10/2025 → Present
    True Capital Partners
    New York City, NY
  • 08/2015 → 06/2023
    Student
    Hamilton, NY
  • 03/2026 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Moorestown, NJ
  • 03/2026 → Present
    Bfc Planning, Inc.
    Moorestown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
  • S66 Uniform Combined State Law Examination
    2026-03-04
Other Names
  • Akhil Giri

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Mount Laurel, NJ
GENRISE WEALTH ADVISORS LLC · MT. LAUREL, NJ
ENCOMPASS MORE ASSET MANAGEMENT LLC · Mount Laurel, NJ
LPL FINANCIAL LLC · MT LAUREL, NJ
CREATIVEONE WEALTH, LLC · Mt. Laurel, NJ
GSG ADVISORS LLC · MOUNT LAUREL, NJ
VALIC FINANCIAL ADVISORS, INC. · MOUNT LAUREL, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MOUNT LAUREL, NJ

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