Kurt BoggsCRD Number: 6541921
Current Firm: Pnc Investments
Kurt Boggs (CRD# 6541921) is an Investment Advisor Representative working at Pnc Investments in Warsaw, IN and has over 6 years of experience in the finance industry.
Lpl Financial LLC
|Pnc Investments||Pittsburgh, PA||Apr 2017 - Current||5|
|Pnc Investments||Warsaw, IN||Aug 2015 - Apr 2017||1|
|Pnc Bank||Warsaw, IN||Aug 2015 - Apr 2017||1|
|Pnc||Warsaw, IN||Jul 2014 - Aug 2015||1|
|Camden Foundations Technology||Pierceton, IN||May 2014 - Jul 2014||< 1|
|Full Time Education||Bloomington, IN||Aug 2004 - May 2014||9|
|Indiana Memorial Union||Bloomington, IN||May 2013 - Jul 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
Total Assets Under Management26,425MILLIONS
Total Number of Accounts150,141ACCOUNTS
Average Account Value$176,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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