Osaic Wealth
41yrs
Top advisor by experience in Blacksburg
6yrs
Patrick Moran
Financial advisor at BCG Securities
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1901 South Main St Suite 7, Blacksburg, VA 24060
FirmBCG Securities
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through BCG Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowBCG Securities, Inc.Current firm
- 2023 – nowHorace Mann Investors, Inc.Current
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call BCG Securities at 856-393-1950 and ask for Patrick Moran. Patrick works from the Blacksburg, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
BCG Securities reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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