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Riley Bonsall

Fnex Capital, LLC

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About Riley Bonsall

Riley Bonsall is a financial advisor with over a decade of experience in the industry. Riley is currently registered with Fnex Capital, LLC and holds Series 3, 6, 7 and 63 licenses as well as the SIE. Riley has previously worked for PACER FINANCIAL, INC., BARINGS SECURITIES LLC, ARCHER DISTRIBUTORS, LLC, and T. ROWE PRICE INVESTMENT SERVICES, INC.. Riley is currently registered in North Carolina and South Carolina.

Firm Information

Riley Bonsall is currently registered with Fnex Capital, LLC. Fnex Capital, LLC is a Limited Liability Company formed in June 2012. It is registered in all 50 states and the District of Columbia and has received SEC registration approval.

Not reported

Assets Under Management

Not reported

Total Clients

87

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.

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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Riley Bonsall’s Registration & Firm History

IN

02/07/2023 - Present

Fnex Capital, LLC (INDIANAPOLIS IN)

PA

03/26/2019 - 02/01/2023

PACER FINANCIAL, INC. (MALVERN PA)

NC

03/27/2014 - 03/15/2019

BARINGS SECURITIES LLC (CHARLOTTE NC)

MD

07/19/2012 - 03/03/2014

ARCHER DISTRIBUTORS, LLC (OLNEY MD)

MD

06/22/2011 - 06/28/2012

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BC

Issued 10/06/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2014

Series 3 - National Commodity Futures Examination

BC

Issued 09/06/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Riley Bonsall.
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