Mark Boynton JrCRD Number: 4460934
Current Firm: Vicus Capital, Inc.
Mark Boynton Jr (CRD# 4460934) is an Investment Advisor Representative working at Vicus Capital, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|Vicus Capital, Inc. (formerly Pfg Financial Advisors)||State College, PA||Jul 2009 - Current||8|
|Walnut Street Securities||Charlotte, NC||Jan 2006 - Aug 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management1,094MILLIONS
Total Number of Accounts4,397ACCOUNTS
Average Account Value$248,896
- 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
- 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, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV