Matthew Boyce, financial advisor Orlando FL
96 score

Matthew Boyce

CRD 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 22 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.

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Professional Designations
Company Name Location Dates Years
Insurance (self-employed) Orlando, FL Mar 2005 - Current 12
American Financial Advisors, Inc. Orlando, FL Jun 1995 - Current 22
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
Contact Info for Matthew J. Boyce
Phone Number: 407-207-9006
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $372,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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