Lauren BoyesCRD 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.
Zrc Wealth Management, LLC
Jacobson & Breen Wealth Management, LLC
|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|
Total Assets Under Management2,149MILLIONS
Total Number of Accounts5,395ACCOUNTS
Average Account Value$398,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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