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Boyce Tollison

LPL Financial LLC
35 Years of Experience
Greenville, SC
1 DisclosureBroker
View SEC Summary
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Boyce Tollison is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, with 35 years of industry experience. Boyce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

45 E. Antrim Dr., Greenville, SC, 29607

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Boyce operates under the DBA South State Investment Services for his LPL business, dedicating full-time hours to it. He is also a partner in The Tollison Legacy Farm LLC, a family farm, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2012 - Present · 14 yrs 3 mos
LPL Financial LLCBroker
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Financial Network Investment Corporation
November 2006 - July 2012 · 5 yrs 8 mos
Financial Network Investment CorporationBroker
October 2006 - July 2012 · 5 yrs 9 mos
Suntrust Investment Services, INC.Broker
January 2005 - August 2006 · 1 yr 7 mos
Suntrust Investment Services, INC.
January 2005 - August 2006 · 1 yr 7 mos
Ncf Financial Services, INC.
January 2003 - January 2005 · 2 yrs
Ncf Financial Services, INC.Broker
September 2002 - January 2005 · 2 yrs 4 mos
Invest Financial CorporationBroker
July 1997 - September 2002 · 5 yrs 2 mos
Essex National Securities, INC.Broker
January 1993 - July 1997 · 4 yrs 6 mos
American Express Financial Advisors INC.Broker
July 1991 - December 1992 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
July 1991 - December 1992 · 1 yr 5 mos
State Registrations25 states
ALARCACOFLGAILINKSLAMAMONCNJNMNVNYOHORPASCTNTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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