Christopher BoumaCRD Number: 5699932
Current Firm: Fidelity Personal And Workplace Advisors
Christopher Bouma (CRD# 5699932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beaverton, OR and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Fidelity||Beaverton, OR||May 2021 - Current||1|
|Valic Financial Advisors, Inc.||Linthicum, MD||May 2019 - Current||3|
|Blue Label Power||San Clemente, CA||Feb 2014 - May 2019||5|
|Valic||Orange, CA||Aug 2013 - Feb 2014||< 1|
|Valic Financial Advisors||Linthicum, MD||Sep 2009 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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