Tyler BoyceCRD Number: 6109149
Current Firm: Rfg Advisory, LLC
Tyler Boyce (CRD# 6109149) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry. Tyler 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.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Private Client Services||Carrollton, TX||Mar 2022 - Current||< 1|
|Rfg Advisory, LLC||Carrollton, TX||Feb 2022 - Current||< 1|
|Aw Securities||Addison, TX||Jan 2021 - Feb 2022||1|
|Allworth Financial||Addison, TX||Jan 2021 - Feb 2022||1|
|Td Ameritrade||Dallas, TX||May 2019 - Jan 2021||1|
|Personal Capital||Dallas, TX||Jul 2017 - May 2019||1|
|Girard Securities, Inc.||San Diego, CA||Apr 2014 - Jul 2017||3|
|United Capital Financial Advisers, LLC||Newport Beach, CA||Apr 2014 - Jul 2017||3|
|United Capital||Irving, TX||Apr 2014 - Jun 2017||3|
|Fidelity Investments||Westlake, TX||Jun 2013 - Apr 2014||< 1|
|Texas Tech University||Lubbock, TX||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management2,729MILLIONS
Total Number of Accounts12,812ACCOUNTS
Average Account Value$212,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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