Gary Boatman (CRD# 5699740) is an Investment Advisor Representative working at Boatman Wealth Management, LLC in Monessen, PA and has 1 year of experience in the finance industry. Gary Boatman 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.
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gary William Boatman, Sole Prop | Monessen, PA | Nov 2013 - Current | 10 |
| Boatman Wealth Management, Llc Formerly Sole Prop | Monessen, PA | Sep 2009 - Current | 14 |
| Valley Tax Services, LLC | Monessen, PA | Sep 2009 - Current | 14 |
| Mon-valley Sc | Monessen, PA | Mar 1985 - Current | 39 |
| Gary William Boatman Sole Prop | Monessen, PA | Jan 1979 - Current | 45 |
- PA
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Total Assets Under Management2MILLIONS
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Total Number of Accounts19ACCOUNTS
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Average Account Value$121,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA
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