David Bonebrake, financial advisor Roseburg OR
86 score

David Bonebrake

CRD Number: 3087979
Current Firm: Commonwealth Financial Network

David Bonebrake (CRD# 3087979) is an Investment Advisor Representative working at Commonwealth Financial Network in Roseburg, OR and has over 18 years of experience in the finance industry. David Bonebrake 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.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA May 2013 - Current 3
Bonebrake Financial Planning & Investments Eugene, OR Sep 1998 - Current 18
Everbank Advisor Services Eugene, OR Mar 2009 - May 2013 4
Securities America, Inc. Eugene, OR Jan 2009 - May 2013 4
Securities America Advisors, Inc. Lavista, NE Jan 2009 - May 2013 4
Brecek & Young Advisors, Inc. Folsom, CA Apr 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Apr 2003
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David D. Bonebrake
Phone Number: 781-736-0700
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
86

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