Broker Check

6817 Southpoint Parkway
Suite 1301
Jacksonville, FL 32216
Office: 904-332-8000
Toll-Free: 877-990-8777
Fax: 904-332-8002

  
 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Timothy Buchanan, AIF®

Registered Principal, Managing Partner

904-332-8000

904-332-8002

Welcome to BCI Wealth & Asset Management. We are an independent 'Registered Investment Advisory' (RIA) firm and a full service branch office of Cetera Advisor Networks. I was brought up in the industry believing that the best way to...

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Kurt C. Gerhardt, CFP®

Investment Advisor Representative / Certified Financial Planner, professional

904-332-8000

904-332-8002

Kurt was born in 1959. He has a Finance degree from the University of Missouri – Columbia and has earned the Certified Financial Planner™ professional (CFP®) designation. He has extensive business and financial service knowledge. He...

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Frank James "Jim" Parker

Registered Representative

904-332-8000

904-332-8002

Lance S. Hemmer

Registered Representative

904-886-9890

888-501-9213