Russell Bosworth (CRD# 4933005) is an Investment Advisor Representative working at Bosworth Financial Services, LLC in Wallkill, NY and has over 19 years of experience in the finance industry. Russell Bosworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bosworth Financial Services, LLC | New York, NY | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- NY
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$322,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, TX
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