Sonda Boyum, financial advisor Ephrata WA
78 score

Sonda Boyum

CRD Number: 5395456
Current Firm: Lpl Financial LLC

Sonda Boyum (CRD# 5395456) is an Investment Advisor Representative working at Lpl Financial LLC in Ephrata, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Caldwell, ID Oct 2013 - Current 3
Fortify Financial Services Caldwell, ID Aug 2013 - Oct 2013 < 1
Edward Jones Caldwell, ID Jul 2007 - Aug 2013 6
Ymca Caldwell, ID Mar 2006 - Oct 2009 3
Nampa Paving Company Nampa, ID Mar 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Sonda R. Boyum
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Sonda Boyum and other advisors.
BADGES
78

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