Financial Advisor Business Plan Template - BDFS
Broker Dealer Financial Services Corp. • Member FINRA & SIPC divisions: BDF Investments & IBA Securities • (515) 727-6700 140 South 68th Street, #2200, West Des Moines, IA 50266
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ADV PART 2A – Firm Brochure - BDFS
www.bdfs.comADV PART 2A – Firm Brochure . 140 South 68th Street, Suite 2200 . West Des Moines, IA 50266 (515) 727-6700 . www.investmentadvisorscorp.com CRD# 117531. Dated August 31, 2016
At a Glance Fast Facts Quick Facts - BDFS
www.bdfs.com• Compliance Fee $2000/yr • Social Media Fee: $400/yr. • Technology Fee: $200/mo. Production BDFSC/IAC has a $50,000 minimum production requirement. Significant Growth & Consistent Profits AUM: $ 1.3 BN Brokerage $ 1.2 BN Mutual Fund Directs
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