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Charles M. Boully

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CRD#: 26908
CB

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.

Charles Moreland Boully, who also goes by Chuck Boully, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1971. Charles had worked at 6 firms and has passed the SIE, Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck Boully

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 31, 1994 - September 26, 2017

GEORGE K. BAUM & COMPANY

BD
CRD#: 36354
KANSAS CITY, MO
Past

March 8, 1990 - May 31, 1994

GKB, INC.

BD
CRD#: 350
KANSAS CITY, MO
Past

April 24, 1989 - March 19, 1990

DBLKM INC.

BD
CRD#: 2450
Past

September 2, 1988 - April 4, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
HOUSTON, TX
Past

July 5, 1984 - September 27, 1988

LM CONSOLIDATED FINANCIAL CORP.

BD
CRD#: 789
Past

October 12, 1971 - July 16, 1984

FIRST SECURITIES COMPANY OF KANSAS, INCORPORATED

BD
CRD#: 313

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 9/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 10/5/1971
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 6/3/1975
General Securities Principal Examination

Current Firm


GK
GEORGE K. BAUM & COMPANY
GEORGE K. BAUM & COMPANY | GKB ACQUISITION CO.

CRD#: 36354 / SEC#: , 8-47195

BD
Terminated by SEC on 12/31/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 12/16/1993
Firm type
Corporation
Fiscal year end
October
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GEORGE K. BAUM HOLDINGS, INC.PARENT
BAUM, JONATHAN EDWARDDIRECTOR/CEO/PRESIDENT1492485
BJORNSON, DANA LLOYDDIRECTOR/CFO/CCO3112986
QUATROCHI, NICHOLAS JOSEPHDIRECTOR/EVP/CHISO/CIO/FINOP2463410

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GEORGE K. BAUM & COMPANY

CRD#: 36354

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