How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Drew

ADVISOR PROFILE

1. 10/17/16- BCG Financial Services Ltd.- Inv Rel- At Rep Bus Loc(s)- DBA for LPL Business (entity for LPL business)- Start Date 10/17/16- 80 Hrs Per Month/4 Hrs During Trading 2. 11/3/16- Private Advisor Group- Inv Rel- At Rep Bus Loc(s)- Registered Investment Advisor- Started 10/17/16- 80 Hrs Per Month/4 Hrs During Trading - I provide investment advisory services through Private Advisor Group,LLC, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firm's Form ADV... 3. 12/21/16- BCG Financial Services Ltd.- Inv Rel- At Rep Bus Loc(s)- Registered Investment Advisor DBA- IAR- Started 10/17/16- 80 Hrs Per Month- I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV... 4. 1/17/17- CME Financial Services- Inv Rel - At Reported Bus Loc(s)- DBA for LPL Business (entity for LPL business)- Started 11/01/16- 10 Hours Per Month/2 Hours During Trading 5. 2/9/18 - DWB Financial Services - Inv Rel- At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 0 Hours Per Month 6. 11/3/2020 - DJLE Holdings LLC - Not Investment Related - Rockbridge, OH - Real Estate Rental - Start Date 9/30/2020 - 5 Hours Per Month/0 Hours During Securities Trading 7. 8/27/2021 - PAG DBA CME Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/02/2021 - 40 Hours Per Month During Securities Trading 8. 08/16/2022- DWB FS Holdings, LLC- Not Investment Related - 4099 Trueman Blvd Hilliard, OH 43026 - Business Entity For Tax/Investment Purposes Only-Start Date- 06/30/2022- 5 Hours Per Month/ 5 Hours During Securities Trading 9. 08/19/2022 - DWB FS HOLDINGS,LLC - Not Investment Related - 4099 Trueman Blvd Hilliard, OH 43026 - Business Entity For Tax/Investment Purposes Only - Start Date - 07/31/2022 - 5 Hours Per Month/5 Hours During Securities Trading 10. 09/06/2022 - Boyer Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 10/010/2022 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11. 09/06/2022 - Boyer Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 40 Hours Per Month/2 Hours During Securities Trading 12. 06/26/2023 - Left Hand Rights - Not Investment Related - Worthington, OH - Business Entity For Tax/Investment Purposes Only - Start 4/23/2023 - 10 Hrs Per Month/ 0 Hrs During Trading 13. 04/26/2024 - Author(Per MRR book is named Hip Hop X Finanance) - Other - Author- NOt Investment Related- At Reported Business Loc(s) - Start Date 1/1/24- 10 Hours per Month/ 0 Hours During Trading

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Drew William Boyer

Experience: 20 years / 6 firms

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