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Frank B. Poticny

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CRD#: 1175303
FP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frank Brian Poticny was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1984. Frank had worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 16, 2012 - December 15, 2024

BCL, LLC

RIA
CRD#: 162353
VESTAVIA HILLS, AL
Past

December 21, 2001 - September 26, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
BIRMINGHAM, AL
Past

March 13, 2000 - September 26, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 31, 1993 - March 23, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 2, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 25, 1984 - July 13, 1992

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX
Past

April 18, 1984 - July 17, 1984

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/14/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BL
BCL, LLC
BCL, L.L.C. | POTICNY, FRANK B. | BCL, LLC

CRD#: 162353 / SEC#:

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Contact information


Main Address
2025 Kentucky Ave. Suite D, Vestavia Hills, AL 35216
Mailing Address
Phone number
(205) 999-3891
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 310,880

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BCL, LLC

CRD#: 162353

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