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Carl Frank Bosch

Archer Investment Corp.

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About Carl Frank Bosch

Carl Frank Bosch, Jr. is a Registered Investment Advisor Representative with Archer Investment Corp. Carl has been in the industry since 1993 and has been registered with Archer Investment Corp. since January 2019. Carl is also the President of Bosch Financial Services, Inc., a tax preparation and accounting firm. Carl offers a variety of investment advisory services, including portfolio management for individuals, businesses and investment companies. Carl has been recognized as a specialist in providing advisory services for insurance companies, investment companies, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Carl Bosch is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Bosch’s Registration & Firm History

AZ

01/23/2019 - Present

Archer Investment Corp. (Scottsdale AZ)

AZ

07/30/1993 - 12/31/2018

HD VEST INVESTMENT SERVICES (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Frank Bosch.
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