Beverly
Tobocman
Mariner Independent Advisor Network, LLC
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About this Advisor
Beverly Tobocman is a chartered financial consultant based out of Sylvan Lake, Michigan with a total of 7 years of relevant experience. Tobocman currently works for Mariner Independent Advisor Network, LLC. Throughout their career, they have worked at Lpl Financial LLC and Strategic Wealth Advisors Group. Tobocman has a Series 63 license, designating them as a securities agent, and is able to work in Michigan. Mariner Independent Advisor Network, LLC is a registered investment company that has its headquarters in Leawood, KS. The investment advisory business has offices in 94 locations and a total of 237 employees. It has $6 billion in assets among its 24,608 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 73 charities and foundations. Of its 24,608 client accounts, just 5% are held by high-net-worth individuals who have at least $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. Fee types billed by Mariner Independent Advisor Network, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Independent Advisor Network, LLC Brokerage Details
$6,257,201,836
237
24,608
$254,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Beverly Tobocman Work History
Beverly has been registered as a financial advisor for 7 years.*
Strategic Wealth Advisors Group
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Beverly Tobocman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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