John Boles (CRD# 4737830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Georgetown, TX | Jul 2021 - Current | 2 |
| Bbva Securities Inc. | Austin, TX | May 2013 - Jul 2021 | 8 |
| Bbva Wealth Solutions Inc. | Austin, TX | Mar 2011 - Jul 2021 | 10 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Jan 2010 - Jul 2021 | 11 |
| Compass Bank | Birmingham, AL | Aug 2009 - Jul 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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