Carl Frank Bosch
Investment adviser representative at Archer Investment Corporation
42 yearsExperience
1 stateRegistered in
$1BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
42 years in the industry.
- Archer Investment CorporationJan 2019 to now
- Bosch Financial Services, Inc.Mar 1984 to now
- Hd Vest Insurance Agency, LLCDec 2010 to Jan 2019
- H.D. Vest Investment Securities, Inc.Oct 1992 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Archer Investment Corporation
$1BAssets managed
4,335Clients
77Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2288813
- Firm CRD
- 136403