Eileen Bohn (CRD# 2082863) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry. Eileen Bohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Advisors | Chicago, IL | Sep 2021 - Current | 2 |
Bel Air Investment Advisors | Los Angeles, CA | Jul 2018 - Sep 2021 | 3 |
Bel Air Securities LLC | Los Angeles, CA | Jul 2018 - Sep 2021 | 3 |
Wells Fargo Clearing Services, LLC | Reno, NV | Jul 2017 - Jul 2018 | 1 |
First Republic Securities Company LLC | Santa Barbara, CA | Oct 2015 - Jul 2017 | 1 |
First Republic Investment Management | Santa Barbara, CA | Oct 2015 - Jul 2017 | 1 |
Unemployed | Santa Maria, CA | Jul 2015 - Oct 2015 | < 1 |
Church Of Scientology | Hollywood, CA | Apr 2015 - Jul 2015 | < 1 |
Church Of Scientology | Los Angeles, CA | Jun 2014 - Apr 2015 | < 1 |
Wells Fargo Advisors LLC | Incline Village, NV | Jan 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- CA
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Total Assets Under Management105,230MILLIONS
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Total Number of Accounts144,757ACCOUNTS
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Average Account Value$726,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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