Lauren Boyce, financial advisor Malvern PA
96 score

Lauren Boyce

CRD 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 8 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.

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Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Sep 2014 - Current 2
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
Contact Info for Lauren M. Boyce
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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

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

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