Eric Charles Boyce
Professional Summary
Eric Charles Boyce, who also goes by Eric C Boyce, is a registered financial advisor currently at BOYCE & ASSOCIATES WEALTH CONSULTING, INC. located in Cedar Park, Texas. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Eric has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eric C Boyce
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.
Contact Information
Main Address
3109 Kenai Dr. Ste 107, Cedar Park, TX 78613Phone Number
(512) 522-4838# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
811AUM (Assets Under Management)
$244,618,764Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.
State Registrations and Notice Filings
(6/6/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Charles Boyce's CRS (Customer Relationship Summary).
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