Unclaimed
Craig Boyer is an investment advisor representative with Stancorp Investment Advisers, Inc.. Craig Boyer has been in the industry since 1999. Craig Boyer has a Series 63, Series 66, and Series 26 license. Craig Boyer is registered to provide investment advice in Texas, Oklahoma, and Oregon. Craig Boyer has over 20 years of experience providing retirement plan services and investment advice. Craig Boyer is committed to providing personalized service to individuals and businesses in the Portland area.
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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
06/01/2015 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
CA
07/24/2001 - 01/01/2007
INVESMART SECURITIES, LLC (SAN JOSE CA)
AZ
08/17/1999 - 12/31/2000
CUE (PHOENIX AZ)
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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