Stephen Kovach (CRD# 2682236) is an Investment Advisor Representative working at Buffinton Mohr McNeal Riegisterd Investment Advisor (CRD#109361). in Boise, ID and has over 20 years of experience in the finance industry. Stephen Kovach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Water Users Association Of Downing Downs Lateral | Eagle, ID | Oct 2010 - Current | 13 |
| Charles Schwab Bank | Boise, ID | Feb 2005 - Current | 19 |
| Charles Schwab & Company, Inc. | Boise, ID | Aug 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- ID
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Total Assets Under Management912MILLIONS
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Total Number of Accounts1,594ACCOUNTS
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Average Account Value$571,995
- 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
AZ, CA, CO, FL, GA, ID, LA, MT, NY, OR, TN, TX, UT, WA
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