William Boatman (CRD# 7308278) is an Investment Advisor Representative working at Boatman And Bryant Capital Solutions Pllc in Longwood, FL and has over 3 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Todd Boatman Cpa Pa (dba Boatman And Bryant, Cpas) | Longwood, FL | Oct 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- FL
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$240,971
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL
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