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Todd Richard Bokus

Bourne Partners Securities, LLC

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About Todd Richard Bokus

Todd Richard Bokus is a securities professional registered in North Carolina. Todd is currently employed by Bourne Partners Securities, LLC. Todd has been in the securities industry for 8 years.

Firm Information

Todd Bokus is currently registered with Bourne Partners Securities, LLC. Bourne Partners Securities, LLC is a Limited Liability Company formed in California on October 28, 2003. The firm is registered with the Securities and Exchange Commission and holds state registrations in California and North Carolina.

Not reported

Assets Under Management

Not reported

Total Clients

3

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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Todd Bokus’s Registration & Firm History

NC

11/05/2014 - Present

Bourne Partners Securities, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Richard Bokus.
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