Ross BonifieldCRD Number: 3074157
Current Firm: Investment Advisors Corp
Ross Bonifield (CRD# 3074157) is an Investment Advisor Representative working at Investment Advisors Corp in Phoenix, AZ and has over 19 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Broker Dealer Financial Services Corp||West Des Moines, IA||Oct 2013 - Current||4|
|Centaurus Finanical, Inc.||Orange, CA||Mar 2005 - Oct 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
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:
- Customer Dispute
Total Assets Under Management554MILLIONS
Total Number of Accounts4,511ACCOUNTS
Average Account Value$122,763
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV