Jim Boaz

Since 1995, Jim has been providing investment advisory services, tailored to each client's personal plans, goals, growth and income needs, risk tolerance, beneficiary protection, and tax considerations. Holding the AAMS (Accredited Asset Management Specialist) designation, which is awarded by the College for Financial Planning after successfully completing required courses and exams, Jim demonstrates a commitment to professional development and expertise. Jim believes that ongoing asset allocation advice can make a significant difference in the pursuit of a successful investment strategy. Building strong relationships with clients, actively listening to their needs, and fully understanding their goals are key components of Jim's approach. Backed by LPL Financial, Jim has access to a network of experienced investment managers, research analysts, and economists, enabling the delivery of informed investment guidance. Jim holds securities licenses in Oklahoma, Texas, Colorado, Arkansas, Missouri, Kansas, Florida, Arizona, California, and Kentucky.

• Languages
  English
• Markets
  Oklahoma City
• Property Types
  Office
• Websites
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