MO
Myra A. O'dell
BCS WEALTH MANAGEMENT
JOHNSON CITY, TN 37615
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CRD#: 5421493
MO
Professional summary
Myra Alyne O'dell, CFP® is a registered financial advisor currently at BCS WEALTH MANAGEMENT, LLC located in Johnson City, Tennessee.
Myra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Myra has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Myra Alyne O'dell'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®
Start date: 2007
Experience
Current
January 28, 2008 - Present
BCS WEALTH MANAGEMENT, LLC
Office #1: 541 Sid Martin Road Suite A, Johnson City, TN 37615RIA
CRD#: 115489
JOHNSON CITY, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BCS WEALTH MANAGEMENT, LLC
BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC
CRD#: 115489 / SEC#: 801-60905
RIA
Registered Investment Advisory firm - (2/8/2002 Approved)Tennessee
Registered Investment Advisory firm - (12/1/2002 Terminated)Virginia
Registered Investment Advisory firm - (11/1/2002 Terminated)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
Tennessee(1/28/2008)
Exams
Current Firm
BW
BCS WEALTH MANAGEMENT, LLC
BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC
CRD#: 115489 / SEC#: 801-60905
RIA
Registered Investment Advisory firm - (2/8/2002 Approved)Tennessee
Registered Investment Advisory firm - (12/1/2002 Terminated)Virginia
Registered Investment Advisory firm - (11/1/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
541 Sid Martin Road Suite A, Johnson City, TN 37615
Mailing Address
541 Sid Martin Road Suite A, Johnson City, TN 37615
Phone number
(423) 283-9821
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,685 |
| AUM (Assets Under Management) | $ 811,578,500 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 08/08/2023 | ||
| 08/29/2022 |
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.
