Gregory BoykinCRD 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.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|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|
Total Assets Under Management9,676MILLIONS
Total Number of Accounts78,360ACCOUNTS
Average Account Value$123,486
- A percentage of assets under your management
- 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
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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