WB
CFP
WB
CFP
Winfred Boyce
17 Years of Experience
Fairburn, GA
1 DisclosureBroker
Winfred Boyce is a CFP-designated registered investment advisor at Mma Securities LLC, based in Fairburn, GA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 8,394 clients.
Compensation
Commission-BasedFixed/Hourly
Firm Size
162 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
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Location
Fairburn, GA
Get directionsHistory
Regulatory History (1)
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Financial
January 2018Final
Other Business Activities
Winfred works as a remote online adjunct instructor for Rasmussen University and a remote instructor for Kaplan, dedicating a few hours per week to each. He also supports the financial wellness program at Marsh & McLennan Agency LLC.
Employment History
Current Registrations
Mma Securities LLC
April 2023 - Present · 3 yrs 1 mo
Mma Securities LLCBroker
April 2023 - Present · 3 yrs 1 mo
Mma Securities LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLC
February 2020 - April 2023 · 3 yrs 2 mos
LPL Financial LLCBroker
February 2020 - April 2023 · 3 yrs 2 mos
W&s Brokerage Services, INC.Broker
February 2019 - March 2020 · 1 yr 1 mo
Personal Capital Advisors Corporation
July 2017 - March 2018 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - May 2017 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - May 2017 · 3 yrs 1 mo
Suntrust Investment Services, INC.
August 2013 - February 2014 · 6 mos
Suntrust Investment Services, INC.Broker
August 2013 - February 2014 · 6 mos
Edward Jones
November 2010 - July 2013 · 2 yrs 8 mos
Edward JonesBroker
September 2010 - July 2013 · 2 yrs 10 mos
Wells Fargo Advisors, LLCBroker
March 2007 - September 2010 · 3 yrs 6 mos
State Registrations2 states
GANC
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.