Branden BoschCRD 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.
Hsc Wealth Advisors
Hsc Wealth Advisors
|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|
Total Assets Under Management111MILLIONS
Total Number of Accounts1,365ACCOUNTS
Average Account Value$81,465
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, IL, IN, KY, MI, NC, NH, NJ, PA, TN, TX, VA
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