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Benjamin J

CFP®, Series 63, Series 65

Blacksburg, VA

BCG Securities, inc.

Benjamin Jackson is a CFP® professional with 13 years of industry experience, currently serving as a Registered Representative and Investment Advisor Representative at BCG Securities, Inc. He has worked with Horace Mann Investors, Inc. and Horace Mann Companies since 2013. He is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. BCG Securities, Inc. serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and utilizes independent third-party managers to implement primarily non-discretionary strategies.

Wealth management Founder/Business Owner Retired
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Patrick M

Series 63, Series 65

Blacksburg, VA

BCG Securities, inc.

Patrick Moran is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and possessing five years of industry experience. He has worked with Horace Mann Investors, Horace Mann Companies, and Ben Jackson Agency LLC in various capacities since 2017. Moran is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. BCG Securities, Inc. serves institutional retirement plans and individual clients, typically those with accounts over $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently uses independent third-party managers while employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis.

Wealth management Founder/Business Owner Retired
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