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WB

William C. Boyer

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CRD#: 1723149
WB

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.

William Carl Boyer, who also goes by Bill Boyer, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1987. William had worked at 12 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Boyer

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)


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

December 1, 2010 - September 10, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
HANOVER, PA
Past

May 11, 2010 - November 15, 2010

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
HANOVER, PA
Past

May 11, 2010 - November 15, 2010

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
HANOVER, PA
Past

July 23, 2007 - May 4, 2010

VICUS CAPITAL, INC.

RIA
CRD#: 116021
HANOVER, PA
Past

June 27, 2007 - May 7, 2010

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
HANOVER, PA
Past

March 19, 2007 - December 31, 2008

ALTRU INVESTMENT MANAGEMENT LLC

RIA
CRD#: 143063
CARLISLE, PA
Past

July 23, 1998 - June 30, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

October 24, 1994 - July 27, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 1, 1989 - October 25, 1994

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

August 12, 1988 - September 6, 1989

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473
WASHINGTON, DC
Past

May 11, 1988 - August 11, 1988

INTERNATIONAL MONEY MANAGEMENT GROUP, INC.

BD
CRD#: 14367
Past

August 20, 1987 - April 17, 1988

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963

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: 4/27/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BL
BROKERSXPRESS LLC
BROKERSXPRESS LLC | BXADVISORS | BX INSURANCE SERVICES | BX ASSET MANAGEMENT

CRD#: 127081 / SEC#: 801-66123, 8-65953

BD
Terminated by SEC on 02/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/26/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BROKERSXPRESS DISCLOSURE BROCHURE (5/25/2012)

Direct owners and executive officers


NamePositionCRD#
BROKERSXPRESS ILLINOIS, INC.MANAGING MEMBER
KONOP, LYNN MARIECHIEF COMPLIANCE OFFICER1216310
METZGER, BARRY SCOTTCEO4719211
WETZEL, RONALD LEEFINANCIAL & OPERATIONS PRINCIPAL (FINOP)4671726

Disclosures


Regulatory Event6
Bond1

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


BROKERSXPRESS LLC

CRD#: 127081

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