Winfred BoyceCRD Number: 5285773
Current Firm: Personal Capital Advisors Corporation
Winfred Boyce (CRD# 5285773) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Fairburn, GA and has over 10 years of experience in the finance industry.
Berger Wealth Management, LLC
Pragmatic Financial Strategies, Inc.
Meridian Investment Partners
|Personal Capital Advisors||San Fransisco, CA||Jun 2017 - Current||< 1|
|Unemployed||Fairburn, GA||May 2017 - Jun 2017||< 1|
|Bank Of America N.a.||Fayetteville, GA||Jun 2014 - May 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fayeteville, GA||Apr 2014 - May 2017||3|
|Unemployed||Fairburn, GA||Jan 2014 - Apr 2014||< 1|
|Suntrust Investments Services , Inc.||Marietta, GA||Aug 2013 - Jan 2014||< 1|
|Suntrust Bank||Marietta, GA||Jul 2013 - Jan 2014||< 1|
|Edward Jones||Newnan, GA||Aug 2010 - Jul 2013||2|
|Wachovia Bank, N.a.||Mableton, GA||Feb 2007 - Sep 2010||3|
|Loehmann's||Atlanta, GA||Oct 2006 - Sep 2010||3|
|Wachovia/wells Fargo Bank||Mableton, GA||Feb 2007 - Aug 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management6,489MILLIONS
Total Number of Accounts37,793ACCOUNTS
Average Account Value$171,699
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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