MB
Mark H. Boyer
BOYER FINANCIAL SERVICES
NEWPORT BEACH, CA 92660
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CRD#: 2502979
MB
Professional summary
Mark Hearn Boyer is a registered financial advisor currently at BOYER FINANCIAL SERVICES, INC. located in Newport Beach, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
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.
1. 08/09/2002 - BOYER FINANCIAL SERVICES - INV REL -Non-Variable Insurance DBA 2. 05/13/2010 - KB Edge Inc. - Other-Sports Performance Training - It is a sports performance training facility that trains athletes. 3. 06/24/2015 - Boyer Financial Services, Inc. - INV REL - 7752 Warner Ave. #201 Huntington Beach, CA 92647 - DBA for LPL Business (entity for LPL business) - START 01/01/02 - 160 HOURS PER MONTH, 120 DURING TRADING. 4. 11/21/2024 - KB Edge Inc.; President; 17272 Newhope Street Fountain Valley CA 92708; Sport Performance Training; Oversight of Scope and Direction of the Business; 1997-08-01; 1 Percentage of total yearly compensation expected to be derived from the business; Contact person at the organization: Josh Gage; Website address for the organization: https://www.ocfasttwitch.com/. 5. 11/21/2024 - Fellowship of Christian Athletes; Board Member; PO Box 74506 San Clemente CA 92673; Southern California Fellowship of Christian (FCA) is a local Christian ministry that serves athletes and coaches in the area. The Board that I am a member of serves the current Director in an Advisory Board (as opposed to a Governing Board) that has no authority over local staff or direction but mostly serves to provide wisdom, insight and help with events for the Director.; Provide ideas, help and support to the local Director to sustain and grow the ministry; 2024-09-01;1 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; Contact person at the organization: Will Gerhard; Website address for the organization: http://pacswfca.org/.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Hearn Boyer'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®
NoneExperience
Current
September 10, 2024 - Present
BOYER FINANCIAL SERVICES, INC.
Office #1: 4063 Birch St. Suite 150, Newport Beach, CA 92660RIA
CRD#: 331868
NEWPORT BEACH, CA
Past
January 24, 2002 - December 31, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEWPORT BEACH, CA
Past
January 16, 2002 - December 31, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
NEWPORT BEACH, CA
Past
June 23, 1994 - January 16, 2002
JDL SECURITIES CORPORATION
BD
CRD#: 28131
NEWPORT BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BOYER FINANCIAL SERVICES, INC.
BOYER FINANCIAL SERVICES, INC.
CRD#: 331868 / SEC#: 801-130578
RIA
Registered Investment Advisory firm - (6/28/2024 Approved)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
California(9/10/2024)
IAR
Texas(9/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
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BOYER FINANCIAL SERVICES, INC.
BOYER FINANCIAL SERVICES, INC.
CRD#: 331868 / SEC#: 801-130578
RIA
Registered Investment Advisory firm - (6/28/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4063 Birch St. Suite 150, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 336-4990
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 565 |
| AUM (Assets Under Management) | $ 144,583,319 |
Red Flags
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Company Information
BOYER FINANCIAL SERVICES, INC.
CRD#: 331868Newport Beach, CA 92660TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
