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Boris Foxman

Foxman Asset Advisors Inc.

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About Boris Foxman

Boris Foxman is a financial advisor with over 20 years of experience in the industry. Boris is currently registered with Foxman Asset Advisors Inc. in Maryland and Virginia. Prior to joining Foxman Asset Advisors Inc., Boris worked at AVANTAX INVESTMENT SERVICES, INC. Boris is a licensed Investment Advisor Representative. Boris offers a variety of financial advisory services, including financial planning, portfolio management, and consulting services. Boris is committed to providing his clients with personalized financial advice and guidance. Boris is a Series 63, 65, and 99TO license holder and has earned the SIE designation. Boris is also a licensed insurance agent.

Firm Information

Boris Foxman is currently registered with Foxman Asset Advisors Inc.. Foxman Asset Advisors Inc. is an investment advisor registered with the SEC, managing approximately $19.8 million in assets. The firm provides financial planning and portfolio management services for individuals, corporations, and other businesses. The firm has 2 investment advisor representatives and 1 licensed agent.

$19.82M

Assets Under Management

10

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boris Foxman’s Registration & Firm History

MD

02/04/2021 - Present

Foxman Asset Advisors Inc. (ROCKVILLE MD)

MD

02/02/1998 - 01/29/2021

AVANTAX INVESTMENT SERVICES, INC. (Rockville MD)

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Licenses & Designations

IA

Issued 10/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Boris Foxman. Review regulatory record here.
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