Melissa Willoughby
Investment Adviser Representative at BCG Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melissa Willoughby is an investment adviser representative in Endinburg, IL, currently registered with Horace MANN Investors, Inc. and BCG Securities, Inc. They have worked in the securities industry since 2007 and were previously registered with Midwestern Securities Trading Co.,llc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
- Broker:
2 states and territories
Illinois, New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Foundation FOR ExcellenceDec 2008 – no end date reportedSpringfield, IL
- SB Financial AT Security BANK, SBAug 2009 – Aug 2017Springfield, IL
- Midwestern Securities Trading Company, LLCOct 2014 – Aug 2017East Peoria, IL
- Horace MANN Investors, Inc.Aug 2017 – no end date reportedSpringfield, IL
- Horace MANN CompaniesAug 2017 – no end date reportedSpringfield, IL
- BCG Securities, Inc.Mar 2024 – no end date reportedCherry Hill, NJ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BCG Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Under $100,0001.50%
- $100,000 to $1,000,0001.00%
- Over $1,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, 401(k) plan support and benchmarking, retirement planning, multigenerational wealth planning, life insurance quotes, and financial calculators.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 37
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Cherry Hill, NJ
- SEC file number:
- 801-56943
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 11, 2026
View full firm profileOther advisors at BCG Securities, Inc.
Showing 12 of 37 in the directory
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.
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