Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Barry Boyce is a registered investment advisor representative in Spartanburg, South Carolina. Boyce has been in the securities industry since March 11, 1989. Boyce is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2, 2009. Boyce is also a registered investment advisor representative in South Carolina. Boyce is also the owner of Boyce Company in Spartanburg, South Carolina. Boyce has experience with financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SPARTANBURG SC)
FL
05/08/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
01/24/1989 - 03/21/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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