John Richard Boyer
CFP®Professional Summary
John Richard Boyer, CFP®, who also goes by John Boyer, Johnny Boyer, Johnny Richard Boyer, is a registered financial advisor currently at WISDOM FINANCIAL PLANNING located in Tampa, Florida. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, 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
Services Offered
- Estate Planning
- Insurance Planning
- Tax Planning
- Life Transitions
- Education Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
Other Aliases
John Boyer, Johnny Boyer, Johnny Richard Boyer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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CALTON & ASSOCIATES, INC.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
JOHN BOYER, INC. | WISDOM FINANCIAL PLANNING
Contact Information
Main Address
1304 Desoto Ave 101, Tampa, FL 33606Phone Number
(813) 254-9500# of Employees
3SEC 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
492AUM (Assets Under Management)
$165,583,043Similar 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
JOHN BOYER, INC. | WISDOM FINANCIAL PLANNING
State Registrations and Notice Filings
(8/31/2010)
(7/8/2010)
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 John Richard Boyer's CRS (Customer Relationship Summary).
Services Offered by John
- Estate Planning
- Insurance Planning
- Tax Planning
- Life Transitions
- Education Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
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