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Melissa Willoughby

Investment Adviser Representative at BCG SECURITIES, INC.

Endinburg, ILCRD #5317417Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Melissa Willoughby has worked in the securities industry since 2007. They are registered to provide investment advisory services in Illinois and New Jersey.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IllinoisNew Jersey
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/29/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 6/14/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/10/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/11/2007
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/17/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Under $100,0001.50%
$100,000 to $1,000,0001.00%
Over $1,000,0001.00%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BCG Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BCG SECURITIES, INC.Current
3/13/2024Endinburg, IL
BCG SECURITIES, INC.Current
3/13/2024Endinburg, IL
HORACE MANN INVESTORS, INC.Current
8/29/2017Edinburg, IL
HORACE MANN INVESTORS, INC.Current
8/29/2017Edinburg, IL
MIDWESTERN SECURITIES TRADING CO.,LLC
4/5/20168/22/2017Springfield, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melissa Willoughby has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Melissa Willoughby - Financial Advisor in Endinburg, IL | AdvisorFinder