BG Worldwide Securities, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Westlake Village, California
CRD number
121735
Registered since
November 18, 2002

Firm profile

FINTRX

Overview

BG Worldwide Securities, Inc. is organized as a corporation that operates as an insurance broker‑dealer. The firm is SEC‑registered as of 2002 and is owned by a combination of a domestic entity and an individual. Public records identify it as focused on broker‑dealer activity rather than functioning as an investment allocator or an advisory firm. The firm’s reported profile indicates it is not an active ESG investor, is not registered as a multi‑state adviser, and is not classified as a pension consultant or related adviser. Available data do not list specific advisory activities, fee schedules, or a client segment focus.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • June Koss

    Registered RepresentativeCRD 2844078

  • Amy Chambers

    Amy Chambers

    Registered RepresentativeCRD 7566534

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
340 N Westlake Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth