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Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Hazlehurst, MS
LPL Financial
Institution
Robert Bohne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at New York Life Insurance Company and Nylife Securities Inc. for 22 years and has operated Bohne Financial, LLC since 2019. Outside of his advisory work, he is a business owner of Bar B ARG LLC in Hazlehurst, MS. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Hazlehurst, MS
Hazlehurst MS
Advisors at this office
1
Louisiana · Mississippi · Texas
28 years of industry experience
LPL Financial
2023 - Present • 3 years
Mandeville, LA
Bohne Financial, LLC
2019 - Present • 7 years
Mandeville, LA
Kestra Advisory
2019 - 2023 • 4 years
Mandeville, LA
Kestra Investment Services, LLc
2019 - 2023 • 4 years
Mandeville, LA
Nylife Securities Inc.
1997 - 2019 • 22 years
New Orleans, LA
New York Life Ins Co
1997 - 2019 • 22 years
New Orleans, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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