Carl
Bosch
Archer Investment Corporation
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About this Advisor
Carl Bosch is a financial advisor working in Scottsdale, Arizona who has 4 years of industry experience. Bosch is an employee of Archer Investment Corporation. During their career, the advisor has held roles at Bosch Financial Services, Inc, H.D. Vest Investment Securities, Inc, Hd Vest Insurance Agency, LLC and Archer Investment Corporation. Bosch maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Archer Investment Corporation is a financial advisory firm that has its headquarters in Carmel, IN. The company has offices in 84 locations and a total of 87 financial advisors. It controls $603 million in total assets between its 3,815 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 3,815 accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically vary depending on which service is offered. Fee types charged by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Carl Bosch Work History
Carl has been registered as a financial advisor for 4 years.*
Archer Investment Corporation
Bosch Financial Services, Inc
Hd Vest Insurance Agency, LLC
H.D. Vest Investment Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Bosch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Archer Investment Corporation
Carmel, IN
Barrington, IL
Rosemead, CA
Woodland Hills, CA
Carmel, IN
Carmel, IN
Carmel, IN
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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