TB
TB

Tripp Boyer

31 Years of Experience
Marietta, GA
1 DisclosureBroker

Tripp Boyer is a registered investment advisor at Wells Fargo Advisors, based in Marietta, GA, with 31 years of industry experience. Tripp is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

531 Roselane Street Nw, Ste 510, Marietta, GA, 30060

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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
January 2007
Award / Judgment
Other Business Activities

Tripp has 50% ownership in a real estate LLC since 2008, requiring minimal time. He also has 100% ownership of Boyer Wealth Management, LLC, dedicating full-time hours, and is a member of the Cobb Community Foundation's Professional Advisors Network Committee, requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
February 2019 - Present · 7 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - February 2019 · 11 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2019 · 11 yrs 1 mo
A. G. Edwards & Sons, INC.
March 2003 - January 2008 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
April 1995 - January 2008 · 12 yrs 9 mos
State Registrations26 states
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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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