Bo-Hong Shih
Bo-Hong Shih is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 24 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
7477 W Lake Mead Blvd Ste 170, Las Vegas, NV, 89128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bo-Hong is involved in several business activities, including DBAs for LPL business through Coyer Financial Group and Gladstone Wealth Partners, non-variable insurance through Coyer Financial Group, outside employment at Techwin LLC, and an insurance agency called Prestige Benefits and Insurance. These activities take up a significant amount of Bo-Hong's time, with the first three being full-time and Prestige Benefits and Insurance taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations2 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.