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.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
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 |
- CA
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Total Assets Under Management32,603MILLIONS
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Total Number of Accounts98,199ACCOUNTS
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Average Account Value$332,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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