Richard BohlingerCRD 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.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|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|
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
Total Assets Under Management2MILLIONS
Total Number of Accounts13ACCOUNTS
Average Account Value$132,687
- 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
- Educational seminars/workshops