Peter Borho (CRD# 5214131) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Sarasota, FL and has over 17 years of experience in the finance industry.
CRD# 5161601
Amuni Financial, Inc.
CRD# 2420228
Robert W. Baird & Company Incorporated
CRD# 3047451
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Center, Inc. | Sarasota, FL | Mar 2022 - Current | 2 |
| Ic Advisory Services, Inc. | Sarasota, FL | Mar 2022 - Current | 2 |
| 5plus 1 Holdings, LLC | Bradenton, FL | Jan 2000 - Current | 24 |
| Benjamin F Edwards & Co | Sarasota, FL | Jul 2015 - Mar 2022 | 6 |
| Riverside Limosine | Bradenton, FL | Sep 2004 - Jun 2018 | 13 |
| Raymond James & Associates | Bradenton, FL | Aug 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CO
- FL
- IL
- MO
- NY
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Total Assets Under Management2,141MILLIONS
-
Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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