Gregory Boykin, financial advisor Arlington VA

Gregory Boykin

CRD Number: 5061795
Current Firm: E*trade Capital Management, LLC

Gregory Boykin (CRD# 5061795) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Temple Terrace, FL Nov 2020 - Current 1
E*trade Capital Management LLC Temple Terrace, FL Nov 2020 - Current 1
Unemployed Tampa, FL Mar 2020 - Oct 2020 < 1
Morgan Stanley Temple Terrace, FL Aug 2018 - Feb 2020 1
Morgan Stanley Private Bank, N.a. New York, NY Aug 2018 - Feb 2020 1
Fifth Third Bank Tampa, FL Oct 2017 - Aug 2018 < 1
Unemployed Brandon, FL Aug 2016 - Oct 2017 1
T.rowe Price Investment Services Tampa, FL Sep 2006 - Aug 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Gregory L. Boykin
Phone Number: (703) 247-3700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,676
    MILLIONS
  • Total Number of Accounts
    78,360
    ACCOUNTS
  • Average Account Value
    $123,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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