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Boris Foxman is a registered investment advisor, based in Rockville, MD, with 28 years of industry experience.
Location
1700 Rockville Pike, Ste 110, Rockville, MD, 20852
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2009Denied
Other Business ActivitiesSells Insurance
Boris is the president of iVenture Accounting Group Inc. and CustomPay Inc, and a general partner at ITS Group, LLC. He is also the CEO of Foxman Asset Advisors Inc and receives commissions for referring clients to Strategic Group Benefits LLC for group insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2021 - Present · 5 yrs 3 mos
Foxman Asset Advisors INC.
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Advisory Services
November 1999 - January 2021 · 21 yrs 2 mos
Avantax Investment Services, INC.Broker
February 1998 - January 2021 · 22 yrs 11 mos
State Registrations8 states
CADCILMAMDNCNYVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.