Adam Boyer (CRD# 4806773) is an Investment Advisor Representative working at Park Avenue Securities LLC in King Of Prussia, PA and has over 19 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | King Of Prussia, PA | Aug 2019 - Current | 4 |
Park Avenue Securities | King Of Prussia, PA | Aug 2019 - Current | 4 |
Park Ave Securities | Devon, PA | Dec 2007 - Aug 2019 | 11 |
Guardian Life Ins Co Of America | Devon, PA | Nov 2007 - Aug 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2004 |
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- NH
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- NC
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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