Amy Boggeman, financial advisor San Diego CA
93 score

Amy Boggeman

CRD Number: 5285033
Current Firm: Ken Stern & Associates Inc.

Amy Boggeman (CRD# 5285033) is an Investment Advisor Representative working at Ken Stern & Associates Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lido Advisors, LLC Beverly Hills, CA Jul 2015 - Current 1
Asset Planning Solutions, Inc. San Diego, CA Aug 2007 - Current 9
Ken Stern & Associates, Inc. San Diego, CA Aug 2007 - Current 9
First Allied Securities, Inc. San Diego, CA Aug 2007 - Dec 2014 7
First Investors Corp San Diego, CA Dec 2006 - Aug 2007 < 1
San Diego State Univ San Diego, CA Aug 2004 - Dec 2006 2
Pf Changs Chinese Bistro San Diego, CA Feb 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Amy L. Boggeman
Phone Number: 858-485-0404
Firm Website: http://www.kenstern.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $358,801
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, HI, IL, NY, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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