Erik Boe (CRD# 4268218) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 23 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Capital Markets, LLC | Ketchum, ID | Oct 2019 - Current | 4 |
| Robertson Stephens Wealth Management, LLC | Ketchum, ID | May 2019 - Current | 4 |
| Rbc Capital Markets Corporation | Boise, ID | Mar 2008 - May 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- ID
- TX
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Total Assets Under Management4,932MILLIONS
-
Total Number of Accounts4,536ACCOUNTS
-
Average Account Value$1,087,362
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
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