Steven Boam, financial advisor Fresno CA

Steven Boam

CRD Number: 6795959
Current Firm: Lincoln Financial Advisors Corporation

Steven Boam (CRD# 6795959) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fresno, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Fresno, CA Oct 2018 - Current 5
Don Boam Carpet & Flooring Clovis, CA Mar 2018 - Oct 2018 < 1
Edward Jones St Louis, MO May 2017 - Mar 2018 < 1
Don Boam Carpet & Flooring Clovis, CA Dec 2016 - Apr 2017 < 1
Brigham Young University - Hawaii Laie, HI Sep 2014 - Sep 2016 2
Brigham Young University - Hawaii Laie, HI Sep 2014 - Mar 2015 < 1
The Church Of Jesus Christ Of Latter-day Saints Salt Lake City, UT Sep 2012 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Steven Boam
Phone Number: 800-237-3813
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
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
  • 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, VT, WA, WI, WV, WY

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