John Boardman, financial advisor Lexington KY
96 score

John Boardman

CRD Number: 4595652
Current Firm: Ballast, Inc.

John Boardman (CRD# 4595652) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 14 years of experience in the finance industry. John Boardman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Mar 2010 - Current 6
Boardman Wealth Planning, Inc. (152695) Lexington, KY Mar 2010 - Current 6
Linsco/private Ledger Corp. Lexington, KY Jun 2005 - Mar 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for John V. Boardman
Phone Number: 859-226-0625
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $189,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, KY, OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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