Daniel M. Boardman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Mark Boardman, AIF®, CFP®, who also goes by Daniel M Boardman, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1988. Daniel had worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1992
Experience
March 10, 2021 - January 5, 2023
ACRISURE INVESTMENT ADVISORY SOLUTIONS, LLC
December 5, 2018 - December 31, 2022
WORLD INVESTMENT ADVISORS, LLC
January 31, 2014 - December 11, 2018
LPL FINANCIAL LLC
November 3, 1994 - February 5, 2014
HICKOK & BOARDMAN CAPITAL MANAGEMENT
January 10, 1994 - March 11, 2003
EQUITY SERVICES, INC.
October 19, 1988 - January 30, 2014
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 30, 1988 - October 22, 1988
EQUITY SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
ACRISURE INVESTMENT ADVISORY SOLUTIONS, LLC
CRD#: 309811 / SEC#:
Contact information
Red Flags
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