Brian Bollenbacher
CRD Number: 6700112Current Firm: Raymond James Financial Services Advisors, Inc.
Brian Bollenbacher (CRD# 6700112) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 7 years of experience in the finance industry. Brian Bollenbacher 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# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 5590292
Pnc Investments
CRD# 2046333
Structured Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wsf Beb, LLC | Sandusky, OH | Jun 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Sandusky, OH | Jun 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Sandusky, OH | Jul 2020 - Current | 3 |
| Waterstreet Financial | Sandusky, OH | Jul 2020 - Jul 2023 | 3 |
| Longbow Securities | Independence, OH | Apr 2016 - Jun 2020 | 4 |
| Nationwide Financial | Columbus, OH | Jul 2015 - Mar 2016 | < 1 |
| Sudsina And Associates | Aurora, OH | May 2013 - Jul 2015 | 2 |
| Full-time Education | Columbus, OH | Sep 2011 - May 2015 | 3 |
| Cedar Point - Breakers Hotel | Sandusky, OH | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- OH
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, VI, VT, WA, WI, WV, WY
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