Douglas Boy, financial advisor Palm Beach Gardens FL

Douglas Boy

CRD Number: 3152881
Current Firm: Money Concepts Advisory Service

Douglas Boy (CRD# 3152881) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lake Twp. Logan County Bellefontaine, OH Apr 2004 - Current 19
Money Concepts Capital Corp Palm Beach Gardens, FL Dec 2002 - Current 21
Village Of Valley Hi Bellefontaine, OH Nov 1998 - Current 25
The Union Banking Company W Mansfield, OH Apr 1996 - Current 27
D William Boy Cpa Belelfontaine, OH Jan 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Douglas W. Boy
Phone Number: 561-472-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

VI

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