Richard Mccall Bohnsack
Professional Summary
Richard Mccall Bohnsack, who also goes by Bohnsack Mccall Richard, was a registered financial advisor. Richard was a previously registered financial professional and started their career in finance 1992 - 2003. Richard had worked at 4 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bohnsack Mccall Richard
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
SHELMAN SECURITIES CORP.
Contact Information
Established
Texas since 06/19/1995Firm Type
CorporationFiscal Year End
JuneDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
4Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Aug 1996About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1994About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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