Dennis
Bohm

Fsc Securities Corporation

CRD#6285623
Investment Advisor
in Raleigh, NC
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About this Advisor

Dennis Bohm is a certified financial planner who is based out of Raleigh, North Carolina. Currently a registered financial advisor with Fsc Securities Corporation, they have gathered 11 years of experience in the financial advisory industry. Bohm has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Bohm is registered to work with clients based out of North Carolina. Throughout their career, they have worked at Americans For Prosperity Foundation, The Ashcroft Group LLC, Booz Allen Hamilton and Fsc Securities Corporation. Fsc Securities Corporation is based out of Raleigh, North Carolina, and operates out of 466 brick-and-mortar locations throughout the country. As an advisory firm, Fsc Securities Corporation oversees $8 billion in assets throughout 34,655 client accounts and employs more than 1,740 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 17,971 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Fsc Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

343 E Six Forks Road Suite 388
Raleigh, NC 27609

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$8,182,220,857

NC Average: $3,570,121,308
Total Number of Employees

1,740

NC Average: 58
Total Number of Accounts

34,655

NC Average: 1,608
Average Account Size

$236,105

NC Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dennis Bohm Work History

Dennis has 11 years of experience.

2014 - Present (5 years)

Fsc Securities Corporation

2012 - 2013 (1 years)

Americans For Prosperity Foundation

2010 - 2012 (2 years)

Booz Allen Hamilton

2007 - 2010 (3 years)

The Ashcroft Group LLC

Disclosures

Dennis Bohm has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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