Keith Boyak (CRD# 6559820) is an Investment Advisor Representative working at Actuarial Direct LLC in Las Vegas, NV and has over 8 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Actuarial Management Corporation | Laguna Niguel, CA | Jan 2017 - Current | 7 |
| Actuarial Management Company LLC | Laguna Niguel, CA | Jul 2015 - Jan 2017 | 1 |
| Actuarial Management Company LLC | Laguna Niguel, CA | Apr 2015 - Jul 2015 | < 1 |
| University Of California Irvine | Irvine, CA | Sep 2012 - Jun 2015 | 2 |
| Au Bon Pain | Irvine, CA | Sep 2014 - Apr 2015 | < 1 |
| Subway | Laguna Niguel, CA | Sep 2012 - Sep 2014 | 2 |
| Children's Basketball Camp Counselor | Laguna Niguel, CA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- CA
- NV
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$80,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, NV
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