Lyle Eils Bonn Jr
Professional Summary
Lyle Eils Bonn JR, who also goes by Lyle Ellis Bonn Jr, Skip Bonn, is a registered financial advisor currently at GENCAP PORTFOLIO MANAGEMENT located in Tiburon, California. Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Lyle has worked at 4 firms and has passed the Series 63, Series 5 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lyle Ellis Bonn Jr, Skip Bonn
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
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.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
Years of Experience
46 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
Current Firm
FRONT ROW ADVISORS LLC | GENCAP PORTFOLIO MANAGEMENT
Contact Information
Main Address
1100 Mar West Street Suite C, Tiburon, CA 94920Phone Number
(415) 797-6003# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
552AUM (Assets Under Management)
$420,428,246Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
FRONT ROW ADVISORS LLC | GENCAP PORTFOLIO MANAGEMENT
State Registrations and Notice Filings
(12/14/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Dec 1982Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Lyle Eils Bonn JR's CRS (Customer Relationship Summary).
Similar Advisors
BSG ADVISERS
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC