Unclaimed Profile

Eric Charles Boyce

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.·CEDAR PARK, Texas

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredBOYCE & ASSOCIATES WEALTH CONSULTING, INC.

3109 KENAI DR., CEDAR PARK, TX 78613CRD# 1925789Firm CRD# 288157

Profile Verification

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

Identity

Eric Charles Boyce · CEDAR PARK, TX

Registration

CRD #1925789 · BOYCE & ASSOCIATES WEALTH CONSULTING, INC. · 24 years registered

Brand Profile

Not yet started

Career History

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Jun 2017 – present

INTEGRATED WEALTH STRATEGIES, LLC

Jul 2016 – Jun 2017

AUSTIN, TX

MCDONALD CAPITAL MANAGEMENT

Dec 2014 – Apr 2016

AUSTIN, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2013 – May 2014

AUSTIN, TX

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Jan 2013 – Apr 2013

FORT WORTH, TX

HESTER CAPITAL MANAGEMENT, L.L.C.

Oct 2003 – Feb 2013

AUSTIN, TX

THE PENN INVESTMENT GROUP, INC.

Oct 2001 – Jul 2003

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 12, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CRD 288157 · SEC 801-121446

AUM

$165M

Regulatory assets under management

Employees

725 client accounts

Services offered by BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOYCE & ASSOCIATES WEALTH CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Charles Boyce offer?

Eric Charles Boyce specializes in Financial Planning, Investment Management. Contact their office in CEDAR PARK, Texas for a consultation.

What are Eric Charles Boyce's credentials?

Eric Charles Boyce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Charles Boyce located?

Eric Charles Boyce is based in CEDAR PARK, Texas, working with BOYCE & ASSOCIATES WEALTH CONSULTING, INC.. Their office serves clients in the CEDAR PARK metropolitan area and surrounding communities.

How does Eric Charles Boyce charge for services?

Eric Charles Boyce's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOYCE & ASSOCIATES WEALTH CONSULTING, INC.?

BOYCE & ASSOCIATES WEALTH CONSULTING, INC. has approximately 8 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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