Mark BoyerCRD Number: 5516829
Current Firm: Kiley Juergens Wealth Management, LLC
Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 8 years of experience in the finance industry. Mark Boyer 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.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Wells Fargo Advisors Financial Network, LLC
|Signator Investors, Inc.||Olympia, WA||Dec 2015 - Current||< 1|
|Signator Financial Services, Inc.||Bellevue, WA||Jul 2014 - Current||2|
|Kiley Juergens Wealth Management, LLC||Olympia, WA||Jun 2014 - Current||2|
|Cetera Investment Advisers LLC||Olympia, WA||Jan 2014 - Jun 2014||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Apr 2008 - Jun 2014||6|
|Greene Reality Group||Olympia, WA||Mar 2007 - Mar 2008||1|
|Twinstar Credit Union||Olympia, WA||Aug 2006 - Jan 2008||1|
|Pinnacle Infiniti||Scottsdale, AZ||Nov 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management248MILLIONS
Total Number of Accounts1,780ACCOUNTS
Average Account Value$139,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
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