Jim Boaz, AAMS
LPL Financial Advisor
Since 1995 I've been providing investment advisory services for my clients based on their personal plans, goals, need for growth and/or income, risk tolerance, beneficiary protection and lower taxes. The AAMS is for Accredited Asset Management Specialist, a professional designation provided by the College For Financial Planning for successfully completing required courses and tests.
Having experienced ongoing asset allocation advice can make a significant different in pursuing a successful investment strategy as well as a relationship with a financial advisor who listens to you and has a clear understanding of your goals. With the support of LPL Financial, I have access to a full range of veteran investment managers, research analysts and economists who assist me in providing informed investment guidance.
Securities Licensed in the following states: Oklahoma, Texas, Colorado, Arkansas, Missouri, Kansas, Florida, Arizona, California, Kentucky.
PROFESSIONAL EXPERIENCE: LPL Financial from Oct 2007 to present and A.G. Edwards & Sons from Jan 1995 to Oct 2007
Securities Registrations and Licenses:
- Series 7 - Registered Investment Representative.
- Series 24 - General Securities Principal.
- Series 66 - Uniform Combined State Law Exam.
- Series 63 - Uniform Securities Agent State Law Examination.
- Licensed Life Insurance - Oklahoma