Roy BooneCRD Number: 5481242
Current Firm: Edward Jones
Roy Boone (CRD# 5481242) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|Edward Jones||St Louis, MO||Jan 2008 - Current||9|
|Cardinal Glass Industries||Mooresville, NC||Dec 1998 - Jan 2008||9|
|Cardinal Fg||Mooresville, NC||Dec 1998 - Jan 2008||9|
|Gardner-webb University||Boiling Springs, NC||Apr 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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