Randall Boscow, financial advisor Leavenworth WA
93 score

Randall Boscow

CRD Number: 1002676
Current Firm: Pacer Advisors, Inc.

Randall Boscow (CRD# 1002676) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Leavenworth, WA and has over 35 years of experience in the finance industry.

Similar Advisors
Scott Blaesing, financial advisor Leavenworth WA
Scott T. Blaesing
CRD# 5954881
Cascade Wealth Advisors, Inc.
Score
103
Similar Advisors
Bradley Blackburn, financial advisor Leavenworth WA
Bradley H. Blackburn
CRD# 4174001
Blackburn Financial
Score
96
Similar Advisors
Zachary Davies, financial advisor Leavenworth WA
Zachary S. Davies
CRD# 5051960
Stifel, Nicolaus & Company, Incorporated
Score
96
Company Name Location Dates Years
Pacer Advisors, Inc. Paoli, PA Dec 2015 - Current 1
Pacer Financial, Inc. Paoli, PA Dec 2015 - Current 1
Trademark Capital Management, Inc. Watkinsville, GA Oct 2014 - Dec 2015 1
Unemployed Leavenworth, WA Jan 2014 - Sep 2014 < 1
Marathon Financial Services Inc. Watkinsville, GA Apr 2013 - Dec 2013 < 1
Alps Distributors Denver, CO Apr 2013 - Dec 2013 < 1
Stadion Money Management, LLC Watkinsville, GA Mar 2012 - Apr 2013 1
Mutual Of Omaha Investor Services Leavenworth, WA May 2009 - Apr 2013 3
Unemployed Leavenworth, WA Jan 2009 - May 2009 < 1
Buffington Mohr Mcneal Boise, ID Jan 2008 - Jan 2009 1
Octavus LLC Excelsior, MN May 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1981
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Randall B. Boscow
Phone Number: 610-644-8100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    620
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $62,012,608
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.