Boyd Cauble
Boyd Cauble is a registered investment advisor at Park Avenue Securities LLC, based in Charlotte, NC, with 24 years of industry experience. Boyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
6115 Park South Drive, Suite 200, Charlotte, NC, 28210
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Regulatory History (1)
Criminal
August 2007Other Business ActivitiesSells Insurance
Boyd uses CBS brokerage as a resource for life insurance policies for clients since 2018, spending minimal time on this activity. This activity is investment-related.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
Columbia Management Advisors, INC.
Columbia Funds Distributor, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations9 states
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.