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Frank E. Boynton

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CRD#: 1240727
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frank Ellis Boynton was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1984. Frank had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I SELL ANNUITIES. 40 HRS PER WEEK. THROUGH BOYNTON FINANCIAL, LLC

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 24, 2017 - November 13, 2024

BOYNTON FINANCIAL LLC

RIA
CRD#: 143201
SAN ANTONIO, TX
Past

April 29, 2009 - December 31, 2016

BOYNTON FINANCIAL LLC

RIA
CRD#: 143201
KERRVILLE, TX
Past

September 10, 2008 - February 25, 2009

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
KERRVILLE, TX
Past

May 1, 2007 - December 13, 2007

BOYNTON FINANCIAL LLC

RIA
CRD#: 143201
KERRVILLE, TX
Past

June 21, 2006 - March 27, 2007

D.H. HILL ADVISORS, INC.

RIA
CRD#: 116324
KERVILLE, TX
Past

June 21, 2006 - March 27, 2007

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
KINGWOOD, TX
Past

March 8, 2006 - June 16, 2006

TRADERIGHT SECURITIES, INC.

BD
CRD#: 45598
LOCKPORT, IL
Past

November 15, 1991 - October 4, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
KERRVILLE, TX
Past

November 15, 1991 - October 4, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 5, 1990 - November 19, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 5, 1986 - July 10, 1990

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

November 14, 1984 - March 17, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

March 6, 1984 - November 12, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BF
BOYNTON FINANCIAL LLC
BOYNTON FINANCIAL LLC | FRANK E. BOYNTON | BOYNTON FINANCIAL, LLC

CRD#: 143201 / SEC#:

Texas
Registered Investment Advisory firm - (1/24/2017 Approved)
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Contact information


Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 602-3891
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts27
AUM (Assets Under Management)$ 5,599,207

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BOYNTON FINANCIAL LLC

CRD#: 143201

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Contact information


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