Allan (gordy) Bohannon, financial advisor Hiawatha IA

Allan (gordy) Bohannon

CRD Number: 1132009
Current Firm: Primerica Advisors

Allan (gordy) Bohannon (CRD# 1132009) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has over 40 years of experience in the finance industry. Allan (gordy) Bohannon 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.

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Professional Designations
Company Name Location Dates Years
Bohannon Financial Hiawatha, IA Apr 2018 - Current 5
Pfs Investments Inc. Hiawatha, IA Apr 1983 - Current 40
Primerica Financial Services Hiawatha, IA Jul 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Mar 2011
Disclosure Information

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
Contact Info for Allan (gordy) G. Bohannon
Phone Number: 833-786-0550
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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