Robert Boatner
Robert Boatner is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Meridian, MS, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
905 22nd Avenue, Suite 100, Meridian, MS, 39301
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business Activities
Robert serves on the Board of Directors for Quitman Country Club since 2018, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.