Business Description

At BMH, we think you deserve no less for you and your family and our passion drives us to be the right choice for planning for your financial future.

If you are one of our many loyal clients, we hope this site provides you with easy access to your account information, our newsletters and other financial articles and ideas.

If you are a prospective client, we invite you to take your time and browse the site to learn about who we are and how BMH Investment Group can help you achieve your Financial Freedom.

General Information

Gender:

Male

CRD#:

2237589

Name of Broker/Dealer:

GunnAllen Financial, Inc.

Name of Custodial Firm:

Ridge Clearing, Inc.

States Licensed in:

NC, SC, GA, VA, CA, NY, DE, WI, PA, etc.

States Willing to do Business in:

All

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Services

Investment Types:

Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®)

Securities Licenses:

Series 63, Series 7, Series 24, Series 65

Insurance and Annuity Licenses:

Annuity, Variable Life, Long Term Care, Variable Annuity, Disability, Life

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

100,000

Compensation Methods:

Based on Assets, Commissions, Flat Fee, Hourly

Prepared By:

Jeff McElroy, CFP®, CLU®