About BLBB Advisors
Founded in 1964, BLBB is an independent, employee-owned, multi-custodial financial advisory firm. We provide fiduciary advice, planning, and investment management services to individuals and families, nonprofits, and business owners.
We are driven every day by the desire to help our clients feel confident about their financial future. It's about meeting you where you are-understanding your aspirations, and perhaps even helping you achieve goals you didn't realize were within reach. This impact has driven us for the last six decades keeping our focus on what's most important: your success.
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General Information
Firm Start Year
1964
No. of Employees
20-49
CRD#
5542700
Firm CRD#
139096
Years of Experience in Financial Services
23
Work with the following types of clients
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, MSFS
Securities Licenses
Series 65
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500K
Compensation Methods
Based on Assets
Education
Bachelor of Science - Finance & Management Information Systems
Shippensburg University
08/31/1997 -05/31/2002
Master of Business Administration - Business
Pennsylvania State University
9/1/2004 -08/31/2006
Master of Science in Financial Service - Finance
Saint Joseph's University
09/01/2009 -05/31/2011
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892571/financialplanners-BLBB-Advisors-detailed-disclosure.html