Carl Boomhower (CRD# 6665574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wayne, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Topinka Financial, LLC | Wayne, NJ | Dec 2020 - Current | 3 |
| Raymond James Financial Services, Inc. | Wayne, NJ | Nov 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Wayne, NJ | Nov 2020 - Current | 3 |
| Bank Of America, N.a. | Montclair, NJ | Feb 2018 - Nov 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Montclair, NJ | Sep 2017 - Nov 2020 | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2017 - Sep 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Paramus, NJ | Sep 2016 - Sep 2017 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2016 - Sep 2017 | 1 |
| Montclair State University | Montclair, NJ | Sep 2013 - Aug 2017 | 3 |
| The Market Basket Inc. | Franklin Lakes, NJ | Mar 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- NJ
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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