Linda BoekeCRD Number: 1306770
Current Firm: Outfitter Financial Corp.
Linda Boeke (CRD# 1306770) is an Investment Advisor Representative working at Outfitter Financial Corp. in Wrightsville, PA and has over 33 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Outfitter Financial Corp.||Mclean, VA||Jul 2013 - Current||4|
|Outfitter Advisors Ltd||Mclean, VA||Jul 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Oct 1984|
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:
- Employer Dispute
- Regulatory Event
Total Assets Under Management33MILLIONS
Total Number of Accounts143ACCOUNTS
Average Account Value$227,803
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MD, MT, PA, TX, VA