B&C Financial Advisors
CRD#720627
Investment Advisor
in Ponte Vedra Beach, FL
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About this Advisor
Allan Cohen is a certified financial planner operating in Ponte Vedra Beach, Florida with a total of 26 years of industry experience. Cohen is currently employed by B&C Financial Advisors. During their career, the advisor has held roles at Butensky & Cohen, Inc and Butensky & Cohen Financial Security, Inc. Cohen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas.B&C Financial Advisors is a business that has its headquarters in Ponte Vedra Beach, FL. It administers $462 million in assets between its 1,142 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,142 client accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by B&C Financial Advisors likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™
Years Registered*
26 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees
Office Location
The Butensky and Cohen Building 110 Professional Drive, Suite 101
Ponte Vedra Beach, FL 32082
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B&C Financial Advisors Brokerage Details
Total Assets Under Management
$462,279,635
FL Average: $1,855,561,029
Total Number of Employees
11
FL Average: 62
Total Number of Accounts
1,142
FL Average: 2,474
Average Account Size
$404,798
FL Average: $750,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Allan Cohen Work History
Allan has been registered as a financial advisor for 26 years.*
1995 - Present (29 years)
Butensky & Cohen, Inc
1995 - Present (29 years)
Butensky & Cohen Financial Security, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allan Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at B&C Financial Advisors
Sean Guldi
Ponte Vedra Beach, FL
Adam Oerther
Ponte Vedra Beach, FL
Jessica Schmidt
Ponte Vedra Beach, FL
Jonathan Bottaro
Ponte Vedra Beach, FL
Thomas Ellis
Ponte Vedra Beach, FL
Jacqueline Bos
Ponte Vedra Beach, FL
Allan Cohen
Ponte Vedra Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact [email protected].
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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