Wesley Boyce, financial advisor Greenville SC
96 score

Wesley Boyce

CRD Number: 3126947
Current Firm: Wells Fargo Advisors Financial Network, LLC

Wesley Boyce (CRD# 3126947) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Greenville, SC and has over 17 years of experience in the finance industry. Wesley Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Greenville, SC Aug 2013 - Current 3
Elliott Davis Brokerage Services, LLC Greenville, SC Jan 2009 - Aug 2013 4
Elliott Davis Investment Advisory Services Greenville, SC Mar 2007 - Aug 2013 6
Cambridge Investment Research, Inc. Fairfield, IA Mar 2007 - Dec 2008 1
Elliott Davis Wealth Mgmt Greenvile, SC Mar 2007 - Sep 2008 1
Raymond James & Assoc., Inc. Greenville, SC May 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Wesley M. Boyce
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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