Leslie Boyce, financial advisor Bridgeport WV
58 score

Leslie Boyce

CRD Number: 3016175
Current Firm: Cetera Advisors LLC

Leslie Boyce (CRD# 3016175) is an Investment Advisor Representative working at Cetera Advisors LLC in Bridgeport, WV and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2014 - Current 2
The Huntington Investment Company Columbus, OH Mar 2009 - Oct 2014 5
Unemployed/traveled Bridgeport, WV Mar 2008 - Feb 2009 < 1
Pearle Vision Coral Springs, FL Nov 2007 - Feb 2008 < 1
Unemployed Bridgeport, WV Oct 2007 - Nov 2007 < 1
Morgan Stanley & Company, Incorporated Bridgeport, WV Apr 2007 - Sep 2007 < 1
Morgan Stanley Dw Inc. Bridgeport, WV Sep 2006 - Apr 2007 < 1
Chase Investment Services Corp. Chicago, IL Jul 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Leslie M. Boyce
Phone Number: 800-929-3485
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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

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BADGES
58

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