Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Bohli is an Investment Advisor Representative with LPL Enterprise, LLC, with over 30 years of experience in the financial services industry. Robert holds a Series 7, Series 24 and Series 65 licenses, in addition to the SIE exam. Robert is registered to offer securities and advisory services in 39 states, and provides financial planning, portfolio management and educational seminars to individuals and businesses. Robert was previously affiliated with Waddell & Reed Inc., H.D. Vest Investment Services and Ameriprise Financial Services, Inc.
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.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/01/2025 - Present
LPL Enterprise, LLC (HOUSTON TX)
OK
01/13/2017 - 06/15/2021
WADDELL & REED (EDMOND OK)
TX
01/30/2013 - 01/20/2017
HD VEST INVESTMENT SERVICES (BAYTOWN TX)
TX
09/08/2009 - 06/02/2011
INVESTMENT PROFESSIONALS, INC. (THE WOODLANDS TX)
MI
04/14/2009 - 07/30/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
TX
08/01/1991 - 07/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
MN
08/01/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/28/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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