Bernard
Bostwick
Ambassador Advisors, LLC
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About this Advisor
Bernard Bostwick is a financial advisor based out of Lancaster, Pennsylvania who has 16 years of industry experience. Bostwick currently works for Ambassador Advisors, LLC. Their career trajectory has included roles at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc and Sevenoneseven Capital Management, LLC. Bostwick has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Florida, Louisiana, Pennsylvania and Texas. Ambassador Advisors, LLC is a registered investment firm operating out of Lancaster, PA. The investment advisory business has offices in seven locations and a total of 37 advisors. It has $649 million in assets under management across its 5,911 client accounts, placing it among the larger firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 5,911 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on the financial services provided. However, fees charged by Ambassador Advisors, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ambassador Advisors, LLC Brokerage Details
$649,375,833
37
5,911
$109,859
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
- Other
Bernard Bostwick Work History
Bernard has been registered as a financial advisor for 16 years.*
Sevenoneseven Capital Management, LLC
American Portfolios Financial Services, Inc
Ambassador Advisors, LLC
*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 Bernard Bostwick 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 Ambassador Advisors, LLC
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
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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