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Boyce Tollison

34 Years of Experience
Anderson, SC
1 DisclosureBroker

Boyce Tollison is a registered investment advisor at LPL Financial LLC, based in Anderson, SC, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

201 East Greenville Street, Anderson, SC, 29621

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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
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 · 13 yrs 10 mos
LPL Financial LLCBroker
July 2012 - Present · 13 yrs 10 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.