Eric Boyce (CRD# 1925789) is an Investment Advisor Representative working at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX and has over 28 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bka Business Consulting, LLC | Cedar Park, TX | Aug 2018 - Current | 5 |
Bka Wealth Consulting, Inc. | Cedar Park, TX | Mar 2017 - Current | 7 |
Integrated Wealth Strategies | Austin, TX | Feb 2016 - Jun 2017 | 1 |
Mcdonald Capital Management | Austin, TX | May 2014 - Jan 2016 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin, TX | Apr 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1996 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts725ACCOUNTS
-
Average Account Value$228,232
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
ID, TX
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