Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bogonovich is an Investment Advisor Representative associated with Centurion Wealth Management. David has been in the industry since 2007. David holds active licenses in Texas and Vermont. David is a member of Centurion Wealth Management and provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. David offers financial planning, investment management, pension consulting and insurance services. David's firm specializes in a range of services including, but not limited to, retirement planning, divorce planning, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
A percentage of the total value of assets under management is charged.
1
2
VT
07/07/2022 - Present
Centurion Wealth Management (Dorset VT)
Active
Inactive
Not sure David Bogonovich is the right advisor for you? Invested Better is here to help.
