Chase Boardman (CRD# 7432074) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eversource Wealth Advisors, LLC | Birmingham, AL | Jan 2024 - Current | < 1 |
Bmss Wesson Wealth Solutions, LLC | Birmingham, AL | Jul 2022 - Jan 2024 | 1 |
Liberty University | Lynchburg, VA | Aug 2018 - May 2022 | 3 |
Keystone Wealth Partners | Chandler, AZ | Aug 2021 - Jan 2022 | < 1 |
Keystone Wealth Partners | Chandler, AZ | May 2021 - Jul 2021 | < 1 |
Shults Auto Group | Jamestown, NY | May 2019 - Aug 2019 | < 1 |
Bemus Point United Methodist Church | Bemus Point, NY | May 2018 - Aug 2018 | < 1 |
N/a | N/a, NY | Aug 2011 - May 2018 | 6 |
Coppola's Pizzeria | Bemus Point, NY | May 2017 - Aug 2017 | < 1 |
Bemus Point United Methodist Church | Bemus Point, NY | May 2016 - Aug 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- AL
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Total Assets Under Management2,694MILLIONS
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Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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