Unclaimed Profile

David Alan Boyer

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, North Carolina

SIE, Series 4, Series 7, Series 24, Series 31, Series 63, Series 66Clean record22 years registeredCAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

1355 GREENWOOD CLIFF, CHARLOTTE, NC 28204CRD# 4284554Firm CRD# 131631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Boyer · CHARLOTTE, NC

Registration

CRD #4284554 · CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

STONECREST ADVISORS, INC.

Sep 2015 – Sep 2015

HUNTERSVILLE, NC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Nov 2014 – Dec 2014

CHARLOTTE, NC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Apr 2007 – Nov 2014

CHARLOTTE, NC

RAYMOND JAMES FINANCIAL SERVICES

Dec 2003 – Jun 2006

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · December 2, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

CRD 131631 · SEC 801-63969

AUM

$465M

Regulatory assets under management

Employees

860 client accounts

Services offered by CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Alan Boyer offer?

David Alan Boyer specializes in Financial Planning, Investment Management.

What are David Alan Boyer's credentials?

David Alan Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Boyer located?

David Alan Boyer is based in CHARLOTTE, North Carolina, last registered with CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC.

How does David Alan Boyer charge for services?

David Alan Boyer's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC?

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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