![Brian Bohnen, financial advisor Parrish FL](/img/ws/profile-blank-sq.png)
Brian Bohnen (CRD# 5190374) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Parrish, FL and has over 17 years of experience in the finance industry.
![Angela Wentz, financial advisor Parrish FL](/img/ws/profile-blank-sq.png)
CRD# 6120456
Sage Wealth Consulting, LLC
![Mark Abbott, financial advisor Parrish FL](/img/ws/profile-blank-sq.png)
CRD# 4691463
Raymond James & Associates, Inc.
![Peter Abbott, financial advisor Parrish FL](/img/ws/profile-blank-sq.png)
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Transamerica Retirement Solutions | St. Petersburg, FL | Apr 2017 - Current | 7 |
Transamerica Investors Securities Corporation | St. Petersburg, FL | Apr 2017 - Current | 7 |
Allstate Insurance Co | Venice, FL | Apr 2015 - Apr 2017 | 2 |
Department Of Treasury | St. Petersburg, FL | Oct 2014 - Apr 2015 | < 1 |
Morgan Stanley | Temple Terrace, FL | Sep 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2006 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
S65 | NASAA Investment Advisors Law Examination | May 2017 |
- FL
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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