Donald BozarthCRD Number: 1655164
Current Firm: Vanguard Advisers, Inc.
Donald Bozarth (CRD# 1655164) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Nov 2015 - Current||6|
|Arizona Interscholastic Association; Southwest Desert Officials||Mesa, AZ||Mar 2007 - Current||14|
|Randstad||Atlanta, GA||May 2015 - Nov 2015||< 1|
|Calton & Associates, Inc.||Mesa, AZ||May 2003 - Jul 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1987|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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