Donald BoivinCRD Number: 6119843
Current Firm: Wells Fargo Advisors, LLC
Donald Boivin (CRD# 6119843) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in West Palm Beach, FL and has over 4 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Wells Fargo Advisors, LLC||West Palm Beach, FL||Jun 2014 - Current||3|
|Unemployed||West Palm Beach, FL||Nov 2013 - May 2014||< 1|
|1st Discount Brokerage, Inc.||Wellington, FL||Sep 2012 - Oct 2013||1|
|Unemployed||Pompano Beach, FL||Aug 2012 - Sep 2012||< 1|
|Fineawards.com||Hollywood, FL||Feb 2012 - Aug 2012||< 1|
|Sel-employed||Pompano Beach, FL||Aug 2011 - Feb 2012||< 1|
|Dand M Contracting||Fayetteville, NC||May 2007 - Aug 2011||4|
|Unemployed||Annapolis, MD||Apr 2007 - May 2007||< 1|
|Soc / Universityof Maryland||College Park, MD||Feb 2007 - Apr 2007||< 1|
|Unemployed||Annapolis, MD||Aug 2006 - Feb 2007||< 1|
|Elk's Camp Barrett||Crownsville, MD||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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