Richard Bohlinger, financial advisor Milton GA
48 score

Richard Bohlinger

CRD Number: 4514964
Current Firm: Keystone Wealth Advisors, Inc.

Richard Bohlinger (CRD# 4514964) is an Investment Advisor Representative working at Keystone Wealth Advisors, Inc. in Milton, GA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Northside Anesthesiology Consult Atlanta, GA Jun 1999 - Current 17
Linsco Private Ledger Alpharetta, GA Jul 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S66 NASAA Uniform Combined State Law Examination May 2002
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Richard W. Bohlinger
Phone Number: 770-343-9754
Registered State(s):
  • GA
Current Firm Details
Keystone Wealth Advisors, Inc.
Firm's CRD Number: 153154
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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