Boyce G. Reid

BGR ADVISORS

Midlothian, VA

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CRD#: 1721151

Professional summary

Boyce George Reid, CFA is a registered financial advisor currently at BGR ADVISORS located in Midlothian, Virginia.

Boyce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Boyce has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boyce George Reid's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

June 22, 2007 - Present

BGR ADVISORS

RIA

CRD#: 144264

Midlothian, VA

Past

July 13, 2000 - June 11, 2007

VIRTUS CAPITAL ADVISERS, LLC

RIA

CRD#: 107346

RICHMOND, VA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/22/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/8/1994

Uniform Investment Adviser Law Examination

Current Firm

BGR ADVISORS

BGR ADVISORS | REID, BOYCE G.

CRD#: 144264 / SEC#:

Virginia

Registered Investment Advisory firm - (6/22/2007 Approved)

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Contact information

Main Address

Midlothian, VA

Mailing Address

Phone number

(804) 337-4297

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 39,316,923

Red Flags

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Boyce G. Reid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boyce George Reid's CRS (Customer Relationship Summary).

Certified licenses

Experience

BGR ADVISORS

VIRTUS CAPITAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/1994

Current Firm

BGR ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BGR ADVISORS

TRUST BUT VERIFY

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