Broker Check

BPG News

  • Melissa Carroll Joins the BPG team as Account Processing Specialist


  • Signator Investors Inc. was acquired by Advisor Group and will merge with their independent wealth management firm, Royal Alliance. 


  • Jessica Porter earned the Retirement Income Certified Professional (RICP®) Designation through the American College.


  • The BPG Team Travels to Jamaica for ACE 18 to accept the Signator Practice of The Year Award*

  • Melissa Owens joins the BPG team as Administrative Assistant 


  • BPG Wealth Management is awarded Signator Practice of the Year!*

  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2018!*


  • BPG President Jeff Owens hosts a fundraiser for the Children's Cancer Association. 


  • Alex Roth Joins the BPG team as the Marketing Coordinator 


  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2017*


  • Jon earned the Certified Exit Planning Advisor (CEPA®) Designation through the Exit Planning Institute.




  •  Jeff & Jon presenting an MDRT Foundation Grant to Children’s Cancer Association


  • Alice was mentioned in an article by Signator: “From advisor to therapist: how emotional intelligence gives women advisors the upper hand”: https://www.signatorinvestors.com/blog-post/advisor-therapist-emotional-intelligence-gives-women-advisors-upper-hand/



  • Alice interviewed by KATU Afternoon Live on “Taking Control of Your Finances”

 


  • BPG Welcomes Madison Pihas to our team as Client Service Representative!


  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2016*


  • Alice was a Court of the Table Qualifier for the Million Dollar Round Table (MDRT) in 2016*


  • Jon was a Top of the Table Qualifier for the Million Dollar Round Table (MDRT) in 2016*


  • Jeff was a Top of The Table Qualifier for the Million Dollar Round Table (MDRT) in 2016*

*The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management.  Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance.  Sales production is not a criteria for winner selection.  The competition was open to all advisors and of 55 applicants, 5 were selected to be interviewed and one winner was selected from that group by an  independent panel.  Advisors do not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

*ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

*MILLION DOLLAR ROUND TABLE Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.