Jeffrey Thomas Bagley

Current Employers

Employment History

• 07/2008 → 08/2024
  Lincoln Financial Securities
  Wexford, PA
• 08/2024 → Present
  Lpl Financial Llc
  Wexford, PA

Previous Registrations

• 2013-01-10 → 2024-08-05
  Osaic Fs, Inc.
  Wexford, PA
  Wexford, PA

Other Businesses

1. 06/24/2024- BCR Financial Services, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 1 Hr Per Mnth- Start Date 03/18/1998 2. 06/24/2024- Jeffrey T Bagley, CFP- Non-Variable Insurance- Inv Rel- 60 Hrs Per Mnth- 100 Hrs During Trading- Start Date 03/18/1998 3) 03/10/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:02/20/1998 - 1 Hrs/Mth - 0 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 02/1998. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-26
• S63 Uniform Securities Agent State Law Examination
  1994-03-11

Designations