Brian K. Bordenkircher

BDB WEALTH ADVISORS LLC

RED LION, PA

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CRD#: 6141334

Professional summary

Brian Keith Bordenkircher, who also goes by Brian Bordenkircher, is a registered financial advisor currently at BDB WEALTH ADVISORS LLC located in Red Lion, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brian has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Bordenkircher

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.

Brian Keith Bordenkircher is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Bordenkircher'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®

None

Experience

Current

May 5, 2025 - Present

BDB WEALTH ADVISORS LLC

RIA

CRD#: 336541

RED LION, PA

Past

February 10, 2014 - May 19, 2016

EDWARD JONES

RIA

CRD#: 250

LAKE IN THE HILLS, IL

Past

January 21, 2014 - May 19, 2016

EDWARD JONES

CRD#: 250

LAKE IN THE HILLS, IL

Past

April 18, 2013 - January 22, 2014

LPL FINANCIAL LLC

CRD#: 6413

SPRINGFIELD, IL

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

Pennsylvania
(5/21/2025)

IAR

Texas
(5/5/2025)

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

State Security Law Exam

IAR

Series 65

Date: 4/9/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/6/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/15/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2013

General Securities Representative Examination

Current Firm

BDB WEALTH ADVISORS LLC

CRD#: 336541 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/20/2025 Approved)

Texas

Registered Investment Advisory firm - (5/5/2025 Conditional Restricted)

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Contact information

Main Address

Red Lion, PA

Mailing Address

Phone number

(714) 767-5324

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 1,333,694

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.

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Brian K. Bordenkircher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Bordenkircher's CRS (Customer Relationship Summary).

Certified licenses

Experience

BDB WEALTH ADVISORS LLC

EDWARD JONES

EDWARD JONES

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2025

Series 66

Date: 2/6/2014

SIE

Date: 3/15/2025

Series 7

Date: 4/17/2013

Current Firm

BDB WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BDB WEALTH ADVISORS LLC

TRUST BUT VERIFY

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