Robert Bohne
Robert Bohne is a registered investment advisor at LPL Financial LLC, based in Hazlehurst, MS, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Hazlehurst, MS
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2013Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Robert operates Bohne Financial LLC as a DBA for his LPL business and owns rental real estate, dedicating minimal time to the latter. He also sells non-variable insurance and owns Bar B ARG LLC, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 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.