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Company Resources

Trusted Financial Partners

BAI Financial works only with select partners who have been reviewed in depth and who have documented history of solid operational performance. This helps insure all of our clients receive first-class support at all times. Please click on the links below to learn more.

BAI Financial makes no representation as to the completeness or accuracy of any information provided at these sites. Nor is the Company liable for any direct or indirect technical or system issues or any consequences arising out of the access to or the use of a third-party site. When you access one of these sites, you are leaving BAI Financial’s website and assume total responsibility and risk for your use of the site to which you link.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC.

Richard Balkcom may only discuss and/or transact securities business with residents of the following states: CO, DE, FL, MA, MI, NC, NJ, NM, RI and TN.

Geoff Balkcom may only discuss and/or transact securities with residents of the following states: CO, FL, MA, MI, NY, RI and SC.