Wesley BoyceCRD Number: 3126947
Current Firm: Captrust
Wesley Boyce (CRD# 3126947) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 23 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.
Apex Capital Management LLC
|Capfinanical Partners, Llc (captrust)||Raleigh, NC||Jun 2021 - Current||2|
|Nachman Norwood & Parrott, Inc.||Greenville, SC||May 2018 - Jun 2021||3|
|Wells Fargo Advisors Financial Network, LLC||Greenville, SC||Aug 2013 - May 2018||4|
|Elliott Davis Brokerage Services, LLC||Greenville, SC||Jan 2009 - Aug 2013||4|
|Elliott Davis Investment Advisory Services||Greenville, SC||Mar 2007 - Aug 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management714,588MILLIONS
Total Number of Accounts76,254ACCOUNTS
Average Account Value$9,371,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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