Lauren Boyes, financial advisor Sebastopol CA

Lauren Boyes

CRD Number: 6001568
Current Firm: Abacus Wealth Partners

Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Colusa, CA Apr 2016 - Jul 2018 2
Boyes Financial Services Colusa, CA Sep 2015 - Jul 2018 2
Raymond James Financial Services Advisors Inc. Colusa, CA Feb 2017 - Jul 2017 < 1
Raymond James Financial Services, Inc. Colusa, CA Sep 2015 - Apr 2016 < 1
Uc San Diego San Diego, CA Aug 2013 - Jun 2015 1
Edward Jones Colusa, CA Sep 2011 - Aug 2014 2
Rancho Valencia San Diego, CA Apr 2014 - Jun 2014 < 1
Cfg San Diego, CA Sep 2013 - Feb 2014 < 1
Beaumounts San Diego, CA Aug 2013 - Sep 2013 < 1
Granzellas Williams, CA May 2008 - Aug 2013 5
Butte College Chico, CA Jan 2012 - May 2013 1
Woodland Community College Woodland, CA Jan 2012 - May 2013 1
City Of Colusa Colusa, CA May 2011 - Aug 2011 < 1
Santa Barbara City College Santa Barbara, CA Oct 2009 - Aug 2011 1
24 Hour Fitness Santa Barbara, CA Jan 2010 - Mar 2011 1
Pizza Guru Santa Barbara, CA Oct 2009 - Jan 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Lauren T. Boyes
Phone Number: 888-422-2287
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,149
    MILLIONS
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $398,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

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

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