Sean Bokhoven (CRD# 4275309) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 23 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Winston Salem, NC | Jul 2021 - Current | 2 |
| S&j Wealth Mgmt, LLC | Florence, SC | Jul 2021 - Current | 2 |
| Signature Wealth Group | Winston Salem, NC | Jul 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Winston Salem, NC | Jul 2021 - Current | 2 |
| Truist Investment Services, Inc. | Winston-salem, NC | Feb 2021 - Jul 2021 | < 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Jul 2021 | < 1 |
| Bb&t | Winston Salem, NC | Jan 2019 - Jul 2021 | 2 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Jul 2021 | 3 |
| Bbtis | Charlotte, NC | Aug 2005 - Jul 2021 | 15 |
| Bb&t | Winston Salem, NC | Aug 2005 - Jan 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
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- NC
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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
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