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David Boyers

Primerica Advisors
28 Years of Experience
San Antonio, TX
4 DisclosuresBroker
View SEC Summary
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David Boyers is a registered investment advisor at Primerica Advisors, based in San Antonio, TX, with 28 years of industry experience. David 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 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

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

Location

4400 S Piedras Dr, Ste 203, San Antonio, TX, 78228

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History

Regulatory History (4)
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
September 2015
Closed-No Action
Customer Dispute
November 2002
Denied
Customer Dispute
June 2002
Denied
Customer Dispute
October 2000
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Primerica Advisors
August 2025 - Present · 1 yr 2 mos
PFS Investments INC.Broker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Victory Capital Management INC.
February 2023 - September 2023 · 7 mos
Victory Capital Services, INC.Broker
November 2022 - September 2023 · 10 mos
PFS Investments INC.Broker
May 2022 - November 2022 · 6 mos
Sequent Planning, LLC
March 2020 - May 2020 · 2 mos
Farmers Financial Solutions, LLCBroker
April 2015 - May 2020 · 5 yrs 1 mo
United Capital Financial Advisers
April 2014 - January 2015 · 9 mos
Girard Securities, INC.Broker
April 2014 - January 2015 · 9 mos
Investment Professionals, INC.Broker
August 2006 - May 2014 · 7 yrs 9 mos
Investment Professionals, INC.
August 2006 - May 2014 · 7 yrs 9 mos
Southwest Securities, INC.
February 2005 - August 2006 · 1 yr 6 mos
Southwest Securities, INC.Broker
February 2005 - August 2006 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
January 1998 - February 2005 · 7 yrs 1 mo
Banc of America Investment Services, INC.
January 1998 - February 2005 · 7 yrs 1 mo
NationssecuritiesBroker
June 1994 - January 1998 · 3 yrs 7 mos
State Registrations1 state
TX
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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