Is BKS FP a Registered Investment Advisor?
Bruce K. Sneed is a Registered Investment Advisor. BKS FP is a Registered Firm in Virginia. BKS FP must comply with a host of government regulations designed to protect the consumer. One important question you should always ask when considering a financial planner’s services is: May I please have a copy of your ADV Part II? This document contains important information about the planner’s qualifications, fiduciary duties, and history of any past violations, etc. A copy of the BKS FP Form ADV, Part II is available under the section titled “Client Forms”. It is provided to you before you become a client. If a firm does not offer a ADV, ask for a breakdown sheet detailing all charges you are likely to incur at inception of investment vehicles and yearly thereafter.
