Laird W. Hepburn
BSG ADVISERS
Apex, NC 27502
CRD#: 5484767
Professional summary
Laird Wallace Hepburn, CFP®, who also goes by Laird W Hepburn, is a registered financial advisor currently at BSG ADVISERS located in Apex, North Carolina.
Laird is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Laird has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laird W Hepburn
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.
(1) NAME: n/a; INV REL: Yes; ADDRESS: 5506 Cary Glen Blvd, Cary, NC 27519; NATURE: Sale of life, disability, long-term care, and related insurance products.; POSITION: Sole Prop; START DATE: 12/2007; HR/MO DURING TRADING: 10; HR/MO OUTSIDE TRADING: 0; DUTIES: Sales (2) NAME: TLA Group, Inc.; INV REL: Yes; ADDRESS: 56 Hunter St Ste 230, Apex, NC 27502; NATURE: Non-operating company which owns a minority position in BSG Advisers; POSITION: President; START DATE: 10/2020; HR/MO DURING TRADING: 0; HR/MO OUTSIDE TRADING: 0; DUTIES: Management (3) NAME: n/a; INV REL: Yes; ADDRESS: 5506 Cary Glen Blvd, Cary, NC 27519; NATURE: Property rental; POSITION: Sole Prop; START DATE: 06/2008; HR/MO DURING TRADING: 0; HR/MO OUTSIDE TRADING: 5; DUTIES: Manage personally-owned rental properties (4) NAME: Legal Shield; INV REL: No; ADDRESS: 5506 Cary Glen Blvd, Cary, NC 27519; NATURE: Multi-level marketing; POSITION: Sole Prop; START DATE: 05/2015; HR/MO DURING TRADING: 2; HR/MO OUTSIDE TRADING: 1; DUTIES: Sell prepaid legal service subscriptions
CRS (Client Relationship Summary) - RIA
Click below to view Laird Wallace Hepburn'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: 2016
Experience
Current
September 26, 2018 - Present
BSG ADVISERS
Office #1: 56 Hunter Street Suite 230, Apex, NC 27502RIA
CRD#: 297243
Apex, NC
Past
March 6, 2014 - August 17, 2018
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
RALEIGH, NC
Past
February 24, 2014 - August 17, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
RALEIGH, NC
Past
September 25, 2008 - February 4, 2014
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
RESEARCH TRIANGLE PARK, NC
Past
September 4, 2008 - February 4, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
RESEARCH TRIANGLE PARK, NC
Past
May 21, 2008 - August 19, 2008
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
RALEIGH, NC
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
Alabama(11/2/2018)
IAR
California(4/12/2022)
IAR
Florida(9/19/2024)
IAR
Kansas(6/4/2025)
IAR
Maryland(7/23/2024)
IAR
Mississippi(5/5/2023)
IAR
New York(6/11/2025)
IAR
North Carolina(9/26/2018)
IAR
Texas(4/10/2022)
IAR
Virginia(6/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BSG ADVISERS
BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC
CRD#: 297243 / SEC#: 801-134480
Alabama
Registered Investment Advisory firm - (11/2/2018 Approved)California
Registered Investment Advisory firm - (4/12/2022 Approved)Florida
Registered Investment Advisory firm - (9/19/2024 Approved)Kansas
Registered Investment Advisory firm - (6/4/2025 Approved)Maryland
Registered Investment Advisory firm - (7/23/2024 Approved)Mississippi
Registered Investment Advisory firm - (11/14/2018 Approved)New York
Registered Investment Advisory firm - (6/11/2025 Approved)North Carolina
Registered Investment Advisory firm - (9/26/2018 Approved)Texas
Registered Investment Advisory firm - (4/10/2022 Approved)Virginia
Registered Investment Advisory firm - (6/15/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
56 Hunter Street Suite 230, Apex, NC 27502
Mailing Address
Phone number
(919) 267-4753
Established
Firm type
Fiscal year end
# of Employees
10
Documents
Regulatory assets under management
| Total Number of Accounts | 682 |
| AUM (Assets Under Management) | $ 114,989,000 |
Red Flags
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Company Information
BSG ADVISERS
CRD#: 297243Apex, NC 27502TRUST BUT VERIFY
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