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Boyce Henry Goff

Osaic Wealth, Inc.

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About Boyce Henry Goff

Boyce Goff is a financial advisor with Osaic Wealth, Inc. located in BELLEVUE, WA. Boyce has been working in the financial industry since August 2, 2000. Boyce Goff holds the Series 6, Series 63 and SIE licenses and has been registered with FINRA, a self-regulatory organization. The advisor's current registrations include Texas, Washington, Arizona, California, District of Columbia, Florida, Idaho, Nevada, Oregon, South Carolina, Utah, and Virginia. Boyce's previous employers include Woodbury Financial Services, Inc., Ameritas Investment Corp, and Securian Financial Services, Inc.. Osaic Wealth, Inc. is a registered investment advisor and is also registered with the SEC. Osaic Wealth, Inc. has 437201 accounts and manages approximately $94.5 billion in assets for individuals, high net worth individuals, corporations, investment companies, pension plans, trusts, estates, charitable organizations, and state or municipal governments.

Firm Information

Boyce Goff is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boyce Goff’s Registration & Firm History

WA

01/19/2024 - Present

Osaic Wealth, Inc. (BELLEVUE WA)

WA

03/07/2016 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)

WA

03/22/2010 - 03/18/2016

AMERITAS INVESTMENT CORP. (BELLEVUE WA)

WA

12/14/2006 - 03/19/2010

SECURIAN FINANCIAL SERVICES, INC. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 04/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Boyce Henry Goff. Review regulatory record here.
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