Aimee Boyer, financial advisor Tulsa OK
93 score

Aimee Boyer

CRD Number: 5920311
Current Firm: Pinnacle Investment Advisors

Aimee Boyer (CRD# 5920311) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Investment Advisors Tulsa, OK Jan 2011 - Current 5
Williams Sonoma Tulsa, OK Oct 2009 - Jan 2011 1
Ladonna's Fancy Foods Tulsa, OK Sep 2003 - Oct 2009 6
University Of Tulsa Tulsa, OK Aug 2002 - Dec 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Aimee N. Boyer
Phone Number: 918-582-6864
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    542
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $1,548,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States

OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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