Atokie Boman, financial advisor Tuscaloosa AL
73 score

Atokie Boman

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Tuscaloosa, AL Dec 2007 - Current 9
Primerica Financial Services Tuscaloosa, AL Oct 2006 - Current 10
The Westervelt Co Tuscaloosa, AL May 2003 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Apr 2014
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Atokie S. Boman
Phone Number: 800-544-5445
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
73

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