Carl Bosch (CRD# 2288813) is an Investment Advisor Representative working at Archer Investment Corporation in Scottsdale, AZ and has over 31 years of experience in the finance industry.
CRD# 6343741
Charles Schwab & Company, Inc.
CRD# 6344169
Mathis Wealth Management
CRD# 3044058
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Archer Investment Corporation | Carmel, IN | Jan 2019 - Current | 5 |
Bosch Financial Services, Inc. | Scottsdale, AZ | Mar 1984 - Current | 40 |
Hd Vest Insurance Agency, LLC | Irving, TX | Dec 2010 - Jan 2019 | 8 |
H.d. Vest Investment Securities, Inc. | Irving, TX | Oct 1992 - Jan 2019 | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1993 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- AZ
-
Total Assets Under Management749MILLIONS
-
Total Number of Accounts3,810ACCOUNTS
-
Average Account Value$196,642
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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