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Comprehensive Infrastructure

Advisor Opportunities

Start your advisory business from wherever you are.

We offer independent financial professionals risk-management investment solutions with an all-inclusive infrastructure and support to help you start, build, and grow your business.

Comprehensive Infrastructure-Column Content

360ᵒ Platform solutions

Whether you're an RIA, Broker-Dealer, or FMO/IMO, we can help you leverage the entire spectrum of our turn-key infrastructure.

Turn-key Advisory Solution

Turn-key Advisory

Whether you're new to the advisory business, looking for help to grow your existing practice, or adding fee-based money management to your services, BCM offers all the resources you need.

Dean Zayed: BCM's Turn-Key Platform

Learn More About RAISE


Embracing Technology


  • Operational Support

    Dedicated team of specialists to assist you with any business and investment requests

    • Investment Solutions

      Strategies based on a risk-managed approach

    • Marketing

      Complete marketing solution to attract and retain clients

    • Education & Training

Customized advisor training and education

The Series 65 Solution


Transforming Your "Fixed" Business: The Series 65 Solution

What if there was a way to transform your current fixed insurance assets into a thriving financial advisory business? Well, there is a way. The Series 65 Solution.

BCM Benefits at a Glance

BCM Benefits at a Glance

  • Cost-effective wrap fee program 
  • Access to TD Ameritrade Automated Customer Account Transfer (ACAT) system 
  • Low-minimum separately managed accounts (SMAs)
  • Multiple trading strategies
  • Compliance support
  • Comprehensive marketing support
  • State-of-the-art software tools 
  • Customized investment proposals and case design
  • Dedicated investment advisory specialist
  • Expert training and continuing education
  • Annual advanced training conference
  • Scheduled targeted advisor communications
  • On-demand consolidated performance reports