Laird Wallace Hepburn
Investment adviser representative at Bsg Advisers
12 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$134.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Tla Group, IncOct 2020 to now
- Bsg AdvisersSep 2018 to now
- Business-owner Strategies Group, LLCSep 2016 to now
- MML Investors ServicesFeb 2014 to Aug 2018
- Mass Mutual Life Insurance CompanyJan 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 10 states (AL, CA, FL, KS, MD, MS, NC, NY, TX, VA).
Bsg Advisers
Legal name: Business-owner Strategies Group, LLC
$134.8MAssets managed
272Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5484767
- Firm CRD
- 297243