Ianka T. Rando

BG FINANCIAL PLANNING

Plaistow, NH

Some features on this profile are disabled

CRD#: 4711491

Professional summary

Ianka Tocheva Rando, CFP®, who also goes by Ianka Tzvetanova Tocheva, is a registered financial advisor currently at BG FINANCIAL PLANNING located in Plaistow, New Hampshire.

Ianka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ianka has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ianka Tzvetanova Tocheva

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) - RIA

Click below to view Ianka Tocheva Rando's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

April 14, 2002 - Present

BG FINANCIAL PLANNING

Office #2: 382 Lowell Street, Suite 204a, Wakefield, MA 01880

RIA

CRD#: 119234

Plaistow, NH

Past

September 25, 2003 - September 14, 2022

CRYSTAL CAPITAL MANAGEMENT CORPORATION

RIA

CRD#: 124599

SAUGUS, MA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/14/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BG FINANCIAL PLANNING

BG FINANCIAL PLANNING | TOCHEVA, IANKA TZVETANOVA | RANDO, IANKA TOCHEVA

CRD#: 119234 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/14/2002 Approved)

New Hampshire

Registered Investment Advisory firm - (4/5/2004 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Plaistow, NH

Mailing Address

Phone number

(617) 784-8001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ianka T. Rando

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ianka Tocheva Rando's CRS (Customer Relationship Summary).

Certified licenses

Experience

BG FINANCIAL PLANNING

CRYSTAL CAPITAL MANAGEMENT CORPORATION

State Registrations and Notice Filings

Exams

Current Firm

BG FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

BG FINANCIAL PLANNING

TRUST BUT VERIFY

Similar Advisors