Matthew BoyceCRD Number: 2625560
Current Firm: American Financial Advisors Inc.
Matthew Boyce (CRD# 2625560) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 21 years of experience in the finance industry. Matthew 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Insurance (self-employed)||Orlando, FL||Mar 2005 - Current||12|
|American Financial Advisors, Inc.||Orlando, FL||Jun 1995 - Current||21|
|Foothill Securities, Inc.||Orlando, FL||Jan 2016 - Apr 2016||< 1|
|Foothill Securities, Inc.||Orlando, FL||Jun 2009 - Jan 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management409MILLIONS
Total Number of Accounts1,100ACCOUNTS
Average Account Value$372,008
- 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
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WA