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 11 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.
Stapp Wealth Management, Pllc
|Royal Alliance Associates, Inc.||Olympia, WA||Nov 2018 - Current||1|
|Kiley Juergens Wealth Management, LLC||Olympia, WA||Jun 2014 - Current||5|
|Signator Investors, Inc.||Lafayette, CA||Dec 2015 - Nov 2018||2|
|Signator Financial Services, Inc./signator Investors Inc.||Olympia, WA||Jul 2014 - Nov 2018||4|
|Cetera Investment Advisers LLC||Olympia, WA||Jan 2014 - Jun 2014||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Apr 2008 - Jun 2014||6|
|Twinstar Financial Advisers/primevest Financial Services/cetera||Olympia, WA||Jan 2008 - Jun 2014||6|
|Univeristy Of Washington||Tacoma, WA||Aug 2006 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management827MILLIONS
Total Number of Accounts3,786ACCOUNTS
Average Account Value$218,512
- 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, ID, LA, MN, NM, OR, TX, WA
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