Brett Boyer, financial advisor Lacey WA

Brett Boyer

CRD Number: 6351240
Current Firm: Commonwealth Financial Network

Brett Boyer (CRD# 6351240) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Jul 2019 - Current 4
Pillar Financial Group Lacey, WA Jul 2019 - Current 4
Unemployed Oakville, WA Jan 2019 - Jul 2019 < 1
Casualty Loss Consultants Lacey, WA Jun 2018 - Dec 2018 < 1
Kms Financial Seattle, WA Apr 2018 - Jun 2018 < 1
Weinand Financial Lacey, WA May 2016 - Jun 2018 2
Edward Jones St Louis, MO Jun 2014 - Apr 2016 1
Spa Delivery Service Elma, WA May 2013 - Jun 2014 1
Boyer Farms Oakville, WA Jan 2000 - Jun 2014 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Brett R. Boyer
Phone Number: 781-736-0700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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