Richard
Boehm

Century Securities Associates, Inc

CRD#2201706
Investment Advisor
in Saint Louis, MO

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About this Advisor

Richard Boehm is a financial advisor working in Saint Louis, Missouri, with 11 years of experience as a financial advisor. Boehm works at Century Securities Associates, Inc. They have been an employee of Century Securities Associates, Inc for their entire career. Boehm maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Century Securities Associates, Inc is a registered investment firm operating out of Saint Louis, Missouri. The investment advisory business has offices in 80 locations and a total of 119 financial advisors. It controls $947 million in assets under management between its 3,040 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to eight charitable organizations. Of its 3,040 customer accounts, 33% are associated with high-net-worth investors who have greater than $1 million in investable assets. Century Securities Associates, Inc provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services are offered. However, fee types charged by Century Securities Associates, Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

501 North Broadway
Saint Louis, MO 63102

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Century Securities Associates, Inc Brokerage Details

Total Assets Under Management

$947,149,710

MO Average: $11,469,110,461
Total Number of Employees

119

MO Average: 458
Total Number of Accounts

3,040

MO Average: 33,415
Average Account Size

$311,562

MO Average: $343,232

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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
  • Educational seminars/workshops

Richard Boehm Work History

Richard has 11 years of experience.

2009 - Present (13 years)

Century Securities

Disclosures

Richard Boehm has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Century Securities Associates Inc

Shelley Strobel-Erhardt
Saint Louis, MO
Christopher Howard
O Fallon, IL
Scott Metzner
Port Huron, MI
Michael Sirianni
Saint Louis, MO
Erin Ellis
Saint Louis, MO
Richard Boehm
Saint Louis, MO
Diane Morrison
Saint Louis, MO
Kathryn Kittredge
Saint Louis, MO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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