John Bossle (CRD# 6476718) is an Investment Advisor Representative working at Equitable Advisors, LLC in Louisville, KY and has over 8 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Aug 2015 - Current | 8 |
| Csaa/jefferson County Bd Of Ed | Louisville, KY | Nov 2014 - Current | 9 |
| Axa Advisors, LLC | Ny, NY | Aug 2015 - Jun 2020 | 4 |
| University Of Louisville | Louisville, KY | Jul 2014 - Oct 2015 | 1 |
| Unemployed | North East, MD | May 2014 - Jul 2014 | < 1 |
| Slippery Rock University | Slippery Rock, PA | Feb 2014 - May 2014 | < 1 |
| Westminster College | New Wilmingtion, PA | Oct 2013 - May 2014 | < 1 |
| Slippery Rock University | Slippery Rock, PA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- AZ
- CO
- DE
- FL
- IL
- IN
- KY
- MD
- NJ
- OH
- PA
- SC
- TX
- UT
- VA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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