Boyce GoffCRD Number: 4469040
Current Firm: Woodbury Financial Services, Inc.
Boyce Goff (CRD# 4469040) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Bellevue, WA and has over 10 years of experience in the finance industry.
Brighton Jones LLC
|Woodbury Financial Services Inc.||Bellevue, WA||Mar 2016 - Current||2|
|Goff Dance Miller LLC||Bellevue, WA||Aug 2012 - Current||5|
|Gdc Financial Solutions, Inc.||Bellevue, WA||Feb 1996 - Current||22|
|Ameritas Investment Corp.||Lincoln, NE||Mar 2010 - Mar 2016||6|
|Ameritas Life Insurance Corp.||Lincoln, NE||Mar 2010 - Mar 2016||6|
|The Executive Benefits Company||Seattle, WA||Jan 2010 - Feb 2016||6|
|Union Central Life Insurance||Cincinnati, OH||Mar 2010 - Dec 2011||1|
|Acacia Life Insurance||Bethesda, MD||Mar 2010 - Dec 2011||1|
|Securian Financial Services||St. Paul, MN||Nov 2006 - Mar 2010||3|
|Minnesota Life Insurance Company||St. Paul, MN||Aug 2006 - Mar 2010||3|
|Tax And Financial Group||Bellevue, WA||Aug 2006 - Mar 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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