Donald BoyerCRD Number: 3089083
Current Firm: Key Investment Services LLC
Donald Boyer (CRD# 3089083) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 19 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Key Investment Services LLC||Cleveland, OH||Dec 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
Total Assets Under Management870MILLIONS
Total Number of Accounts5,830ACCOUNTS
Average Account Value$149,255
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA