Jeffrey Borman, financial advisor Hurricane WV
90 score

Jeffrey Borman

CRD Number: 5985262
Current Firm: Loc Investment Advisers

Jeffrey Borman (CRD# 5985262) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Loc Investment Advisers Hurricane, WV Nov 2014 - Current 2
Wells Fargo Advisors, LLC Charleston, WV Oct 2011 - Current 5
Unemployed South Charleston, WV Mar 2011 - Sep 2011 < 1
Pfizer Inc. New York, NY Jan 1992 - Feb 2011 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Jeffrey O. Borman
Phone Number: 304-757-8131
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    553
    MILLIONS
  • Total Number of Accounts
    1,792
    ACCOUNTS
  • Average Account Value
    $308,533
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, GA, IL, KY, LA, MD, NC, NY, OH, PA, SC, TN, TX, VA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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