Branden Bosch, financial advisor Lynchburg VA
90 score

Branden Bosch

CRD Number: 6294473
Current Firm: Caitlin John, LLC

Branden Bosch (CRD# 6294473) is an Investment Advisor Representative working at Caitlin John, LLC in Lynchburg, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Caitlin John, LLC Brighton, MI Feb 2017 - Current 1
Ronald Dawson Lynchburg, VA Sep 2016 - Current 1
Lynchburg Life Saving & First Aid Crew Lynchburg, VA Aug 2014 - Current 3
Waddell & Reed, Inc. Lynchburg, VA Sep 2016 - Dec 2016 < 1
Various Insurance Carriers For W&r Insurance Agencies Lynchburg, VA Sep 2016 - Dec 2016 < 1
Bank Of America, Na Lynchburg, VA Jul 2014 - Sep 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynchburg, VA Jan 2014 - Jul 2014 < 1
Westar Mortgage, Inc. Lynchburg, VA Sep 2010 - Jan 2014 3
Boonsboro Country Club Lynchburg, VA Aug 2008 - Mar 2011 2
Student Lynchburg, VA Aug 2006 - May 2010 3
Bosch's Countryview Nursery Allendale, MI Jun 2001 - Dec 2008 7
Stonewood Construction Zeeland, MI May 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Branden C. Bosch
Phone Number: 810-355-1325
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    1,365
    ACCOUNTS
  • Average Account Value
    $81,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, IL, IN, KY, MI, NC, NH, NJ, PA, TN, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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