Steven Boblis (CRD# 3044031) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 25 years of experience in the finance industry.
CRD# 2183126
Lpl Financial LLC
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 6153090
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors, LLC | Roseburg, OR | Nov 2022 - Current | 1 |
| Fsc Securities Corporation | Atlanta, GA | Feb 2012 - Nov 2022 | 10 |
| The Retirement Group | San Diego, CA | Sep 2009 - Nov 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management2,182MILLIONS
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Total Number of Accounts5,112ACCOUNTS
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Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
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