P.B. Bachman
Portfolio Manager-Aktien bei BCS Financial LLC
Profil
Mr. Philip M.
Bachman, III, is a Financial Advisor of Investment Management & Portfolio Research at BCS Financial LLC.
He joined BCS Wealth Management as a financial advisor in 2015.
He works with individuals and families to provide a holistic approach to wealth management and investments.
He aims to help clients manage their portfolios and achieve their financial goals in a most professional and accessible way.
Beginning in 2007, Mr. Bachman worked in accounting, finance, and operations at the Phil Bachman auto dealerships in the Tri-Cities, Tennessee area.
In 2013, he became the office manager for the Bachman family enterprises in Greeneville, Tennessee.
His responsibilities included investment oversight and financial planning for the family enterprises.
He received his BS degree in Business Management from Babson College.
Aktive Positionen von P.B. Bachman
Unternehmen | Position | Beginn |
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BCS Financial LLC
BCS Financial LLC Investment ManagersFinance BCS Financial LLC, dba BCS Wealth Management (BCSWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Johnson City, Tennessee. Founded in 1998, BCSWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, business owners and business retirement plans, as well as trust accounts. | Portfolio Manager-Aktien | 01.01.2015 |
Ausbildung von P.B. Bachman
Babson College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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BCS Financial LLC
BCS Financial LLC Investment ManagersFinance BCS Financial LLC, dba BCS Wealth Management (BCSWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Johnson City, Tennessee. Founded in 1998, BCSWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, business owners and business retirement plans, as well as trust accounts. | Finance |