Atokie BomanCRD Number: 5438728
Current Firm: Primerica Advisors
Atokie Boman (CRD# 5438728) is an Investment Advisor Representative working at Primerica Advisors in Tuscaloosa, AL and has over 10 years of experience in the finance industry.
Jmf Capstone Wealth Management
Ameriprise Financial Services, Inc.
Raymond James & Associates, Inc.
|Pfs Investments Inc.||Tuscaloosa, AL||Dec 2007 - Current||10|
|Primerica Financial Services||Tuscaloosa, AL||Oct 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
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:
- Criminal Record
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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