KB
KB

Kaci Boyer

14 Years of Experience
Dallas, TX
Broker

Kaci Boyer is a registered investment advisor at Neuberger Berman Bd LLC, based in Dallas, TX, with 14 years of industry experience. Kaci operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
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Location

325 N. St Paul Street 49th Floor, Dallas, TX, 75201-3857

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kaci is the owner/operator of Destelle Land Company LLC, which owns a 160-acre parcel of land in Kansas generating farming and hunting income. Kaci spends minimal time overseeing the operations and maintenance of the property.

Employment History
Current Registrations
Neuberger Berman Bd LLC
December 2011 - Present · 14 yrs 5 mos
Neuberger Berman Bd LLC
November 2011 - Present · 14 yrs 6 mos
Neuberger Berman Bd LLCBroker
November 2011 - Present · 14 yrs 6 mos
State Registrations2 states
NYTX
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.
Kaci Boyer - Financial Advisor | TrueAdvisor