Richard Bohn
Richard Bohn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Toledo, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6012 Renaissance Place, Suite A, Toledo, OH, 43623
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Richard is an owner of Lexington Capital Partners, LLC and NWQ Wealth Partners, LLC, spending minimal time on each. He is also involved in non-variable insurance referrals, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.