Bo-Hong Shih

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → 07/2024
  World Financial Group, Inc.
  Las Vegas, NV
• 08/2010 → Present
  Techwin, Llc
  Las Vegas, NV
• 05/2011 → 09/2020
  Clark County School District - Ccsd
  Las Vegas, NV
• 01/2012 → 07/2024
  Transamerica Financial Advisors, Inc
  Las Vegas, NV
• 07/2020 → 06/2024
  Cornerstone Benefits & Insurance
  Las Vegas, NV
• 04/2022 → Present
  Prestige Benefits And Insurance Llc
  Las Vegas, NV
• 11/2024 → Present
  Lpl Financial
  Las Vegas, NV
• 12/2019 → 05/2022
  The Medicare Hub
  Las Vegas, NV
• 11/2018 → 08/2019
  City First Mortgage, Llc
  Las Vegas, NV

Previous Registrations

• 2012-01-06 → 2025-10-15
  Transamerica Financial Advisors, Llc
  Las Vegas, NV
• 2008-06-19 → 2012-01-06
  Investment Advisors International, Inc.
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

1- 11/2024 / Coyer Financial Group / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 11/13/2024 2- 11/2024 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 11/13/2024 3- 11/2024 / Coyer Financial Group / Non-Variable Insurance / INV RLTD / 160 HRS MNTH / 0 HRS DURING TRADING / START 11/09/2024 4- 11/2024 / Techwin LLC / Outside/W-2 Employment / NON INV RLTD / 10 HRS MNTH / 0 HRS DURING TRADING / START 08/01/2024 5- 11/2024 / Prestige Benefits and Insurance / Insurance Agency / INV RLTD / 50 HRS MNTH / 0 HRS DURING TRADING / START 04/01/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-23
• S63 Uniform Securities Agent State Law Examination
  2002-01-29