EB
EB

Eric Patrick Boyum

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

Caldwell, ID

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric is associated with Boyum and Associates LLC DBA Fortify Financial Services for accounting purposes. He is also an independent insurance agent licensed in Idaho since 2008, selling life insurance and annuities, and helps his wife with her custom wood products business, Handcrafted Rustic Design by Sonda, dedicating about a quarter of his time.

Employment History
Current Registrations
Inspire Advisors, LLC
February 2023 - Present · 3 yrs
Previous Registrations
LPL Financial LLCBroker
April 2013 - March 2023 · 9 yrs 11 mos
LPL Financial LLC
April 2013 - March 2023 · 9 yrs 11 mos
Edward Jones
January 2008 - April 2013 · 5 yrs 3 mos
Edward JonesBroker
December 2007 - April 2013 · 5 yrs 4 mos
State Registrations2 states
IDTX
Advisor
Exams
No exam information available for this advisor.