LB
LB

Landon Boger

13 Years of Experience
Charlotte, NC
Broker

Landon Boger is a registered investment advisor at Blackrock Financial Management, INC, based in Charlotte, NC, with 13 years of industry experience. Landon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Charlotte, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Financial Management, INC
May 2014 - Present · 12 yrs
Blackrock Investments, LLC
May 2014 - Present · 12 yrs
Blackrock Investments, LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - October 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - October 2012 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Landon Boger - Financial Advisor | TrueAdvisor