Carl
Bosch

Archer Investment Corporation

CRD#2288813
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Carl Bosch is a financial advisor based in Scottsdale, Arizona, working with Archer Investment Corporation. Carl has previously held positions at Bosch Financial Services, Inc, H.D. Vest Investment Securities, Inc, Hd Vest Insurance Agency, LLC, and Archer Investment Corporation. Carl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Carl is part of Archer Investment Corporation, which operates out of Scottsdale, Arizona. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Scottsdale, AZ

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

AZ Average: $1,347,246,178
Total Number of Employees

82

AZ Average: 46
Total Number of Accounts

3,810

AZ Average: 1,775
Average Account Size

$196,642

AZ Average: $759,012

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

2019 - Present (5 years)

Archer Investment Corporation

1984 - Present (40 years)

Bosch Financial Services, Inc

2010 - 2019 (9 years)

Hd Vest Insurance Agency, LLC

1992 - 2019 (27 years)

H.D. Vest Investment Securities, Inc

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

Adam Oates
Greensboro, NC
Ricky Melton
Murray, KY
Andrew Hart
Tallassee, AL
Kurtis Ternet
Carmel, IN
Ronald Odom
Tempe, AZ
Elizabeth Newton
Charlotte, NC
Slade Buell
Burleson, TX
Sanjay Asija
Barrington, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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