Lauren BoyceCRD Number: 5553478
Current Firm: Vanguard Advisers Inc.
Lauren Boyce (CRD# 5553478) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 9 years of experience in the finance industry. Lauren 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|The Vanguard Group, Inc.||Malvern, PA||Sep 2014 - Current||3|
|Pershing LLC||King Of Prussia, PA||Sep 2011 - Aug 2014||2|
|Lockwood Advisors Inc.||King Of Prussia, PA||Oct 2009 - Aug 2014||4|
|Pershing LLC||Malvern, PA||Oct 2009 - Sep 2011||1|
|Delta Energy Services||Berwyn, PA||Jan 2009 - Sep 2009||< 1|
|Morgan Stanley||Philadelphia, PA||Jun 2008 - Jan 2009||< 1|
|Villanova University||Villanova, PA||Aug 2004 - May 2008||3|
|Valley Forge Administrative Services||Villanova, PA||May 2006 - Oct 2007||1|
|Villanova Writing Center||Villanova, PA||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- 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
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