Bert BoksenCRD Number: 871920
Current Firm: Eagle Asset Management Inc.
Bert Boksen (CRD# 871920) is an Investment Advisor Representative working at Eagle Asset Management Inc. in Saint Petersburg, FL and has over 36 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Eagle Asset Management||St Petersburg, FL||Apr 1995 - Current||22|
|Raymond James & Associates, Inc.||St Petersburg, FL||Jun 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1981|
|S65||NASAA Investment Advisors Law Examination||Apr 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management24,058MILLIONS
Total Number of Accounts27,631ACCOUNTS
Average Account Value$870,679
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VT, WA, WI, WV