Beverly Tobocman, financial advisor Bloomfield Hills MI
96 score

Beverly Tobocman

CRD Number: 1265883
Current Firm: Strategic Wealth Advisors Group

Beverly Tobocman (CRD# 1265883) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Bloomfield Hills, MI and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Strategic Wealth Advisors Group Bloomfield Hills, MI Nov 2010 - Current 6
Lpl Financial Corporation Bloomfield Hills, MI Sep 2009 - Current 7
Associated Securities Corp. Bloomfield Hills, MI Jan 2009 - Sep 2009 < 1
Strategic Wealth Advisors Group, Inc. Bloomfield Hills, MI Sep 2006 - Jan 2009 2
Fsc Securities Corporation Sylvan Lake, MI May 1994 - Jan 2009 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Beverly J. Tobocman
Phone Number: 650-571-1934
Registered State(s):
  • CA
  • MI
By the Numbers
  • Total Assets Under Management
    1,312
    MILLIONS
  • Total Number of Accounts
    7,978
    ACCOUNTS
  • Average Account Value
    $164,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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