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Cheryl Anne Bohannon

Pruco Securities, LLC

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About Cheryl Anne Bohannon

Cheryl Anne Bohannon is a financial advisor with over 15 years of experience. Cheryl has a Series 6, 63, 26, and 65 securities license, and she has been active in the industry since 2003. Cheryl has been associated with Pruco Securities, LLC, in Orange, CA, since 2018. Prior to that, Cheryl was a Registered Representative with Transamerica Financial Advisors, Inc in Chino, CA. Cheryl has specialized in working with high-net-worth individuals, insurance companies, corporations or other businesses, and individuals other than high-net-worth. Cheryl has also worked as a Medical Broker and has an extensive understanding of health insurance.

Firm Information

Cheryl Bohannon is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Compensation from lpl enterprise, llc

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Cheryl Bohannon’s Registration & Firm History

CA

06/13/2018 - Present

Pruco Securities, LLC (ORANGE CA)

CA

05/07/2013 - 10/10/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (CHINO CA)

CA

01/06/2012 - 10/01/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (LOS ANGELES CA)

CA

08/08/2003 - 01/06/2012

WORLD GROUP SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 05/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheryl Anne Bohannon.
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