Alan Boyer
Alan Boyer is a registered investment advisor at LPL Financial LLC, based in Fernandina Beach, FL, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Fernandina Beach, FL
Get directionsHistory
Regulatory History (1)
Regulatory
February 2014Other Business ActivitiesSells Insurance
Alan is the owner of Boyer Wealth Management, LLC for tax/investment purposes, dedicating a few hours per week. He also engages in non-variable insurance activities through Highland Capital and Penultimate Planning Group, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
PFS Investments INC.Broker
State Registrations8 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.