Harry Bonn (CRD# 821194) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 42 years of experience in the finance industry.
CRD# 6058165
Ubs Financial Services Inc.
CRD# 2183126
Lpl Financial LLC
CRD# 2959986
Robertson Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | San Ramon, CA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | San Francisco, CA | Jun 2019 - Jan 2024 | 4 |
| Securian Financial Services Inc. | St Paul, MN | Sep 2015 - Jun 2019 | 3 |
| Minnesota Life Insurance Co | St Paul, MN | Sep 2015 - Jun 2019 | 3 |
| Sgc Financial And Insurance Services | San Ramon, CA | Aug 2015 - Jun 2019 | 3 |
| Metlife Securities Inc. | San Ramon, CA | Jan 2015 - Sep 2015 | < 1 |
| New England Securities | Boston, MA | Aug 2003 - Sep 2015 | 12 |
| New England Financial | Boston, MA | Aug 2003 - Sep 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
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