Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldblatt Bokoff LLC | Norwich, CT | Jan 2008 - Current | 16 |
| Cdm Financial Counseling Services, Inc. Dba Thames Financial Mgt | Norwich, CT | Jan 1996 - Current | 28 |
- CT
-
Total Assets Under Management237MILLIONS
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Total Number of Accounts553ACCOUNTS
-
Average Account Value$428,179
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, MA, ME, MN, NH, NJ, NY, RI, TX, VA
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