Winfred BoyceCRD Number: 5285773
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Winfred Boyce (CRD# 5285773) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, GA and has over 10 years of experience in the finance industry.
Berger Wealth Management, LLC
Boardwalk Capital Management, Inc.
Anson Capital, Inc.
|Bank Of America N.a.||Fayetteville, GA||Jun 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fayeteville, GA||Apr 2014 - Current||3|
|Unemployed||Fairburn, GA||Jan 2014 - Apr 2014||< 1|
|Suntrust Investments Services , Inc.||Marietta, GA||Aug 2013 - Jan 2014||< 1|
|Suntrust Bank||Marietta, GA||Jul 2013 - Jan 2014||< 1|
|Edward Jones||Newnan, GA||Aug 2010 - Jul 2013||2|
|Wachovia Bank, N.a.||Mableton, GA||Feb 2007 - Sep 2010||3|
|Loehmann's||Atlanta, GA||Oct 2006 - Sep 2010||3|
|Wachovia/wells Fargo Bank||Mableton, GA||Feb 2007 - Aug 2010||3|
|Wells Fargo Bank||Atlanta, GA||Jun 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
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:
- Judgments / Liens
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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