Bradley Boyer (CRD# 4210111) is an Investment Advisor Representative working at Avantax Advisory Services in Belleville, KS and has over 23 years of experience in the finance industry.
CRD# 4554332
Strategic Asset Management, LLC
CRD# 6308324
American Century Investments Private Client Group, Inc.
CRD# 5798745
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Belleville, KS | Nov 2011 - Current | 12 |
| Avantax Insurance Agency, LLC | Belleville, KS | Jul 2001 - Current | 22 |
| Avantax Investment Services, Inc. | Belleville, KS | May 2000 - Current | 23 |
| Brb Services | Belleville, KS | Oct 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- KS
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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