Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boyce? Claim Your ProfileBoyce David Alexander has over 30 years of experience in the financial services industry. Boyce is a Registered Principal and holds licenses to sell a wide range of financial products and services. Boyce is a seasoned financial professional, most recently affiliated with M Holdings Securities, Inc., where they provide financial advice and portfolio management to individuals, corporations, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/14/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
11/11/2019 - 01/07/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/31/2017 - 05/21/2019
ESPOSITO SECURITIES, LLC (DALLAS TX)
GA
08/06/2014 - 03/08/2016
FIG PARTNERS, LLC (ATLANTA GA)
TX
07/25/2008 - 06/02/2014
GREEN STREET ADVISORS, INC. (DALLAS TX)
TX
05/07/2001 - 12/01/2004
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
12/06/1999 - 05/03/2001
HOAK BREEDLOVE WESNESKI & CO. (DALLAS TX)
TX
02/12/1998 - 12/06/1999
SPYGLASS TRADING, L.P. (DALLAS TX)
TX
07/08/1994 - 12/02/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
TX
09/20/1993 - 07/01/1994
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
TX
08/10/1989 - 08/03/1993
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
TX
01/26/1988 - 08/17/1989
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
NA
06/20/1985 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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