Clark Boynton (CRD# 706213) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 42 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Burlington, VT | Dec 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, VT | Jul 2020 - Current | 3 |
| Ubs Financial Services Inc. | South Burlington, VT | Jul 2013 - Jul 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1981 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VT
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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