Robert Boshar (CRD# 4857862) is an Investment Advisor Representative working at Lpl Financial LLC in Newington, NH and has over 19 years of experience in the finance industry.
CRD# 2320953
Lpl Financial LLC
CRD# 6366424
Lpl Financial LLC
CRD# 869035
Davisson Investment, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Portsmouth, NH | Mar 2021 - Current | 3 |
| Pruco Securities, LLC | Wakefield, MA | Aug 2004 - Jan 2021 | 16 |
| The Prudential Insurance Company Of America | Wakefield, MA | Aug 2004 - Jan 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- NH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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