Unclaimed
Darren Craig Boyer is a financial professional with over 30 years of experience in the industry. Darren has been registered with LPL Financial LLC since 2004 and has held previous roles with Citigroup Global Markets Inc. and Lehman Brothers Inc. Darren is a registered representative and investment advisor representative and holds several industry licenses, including Series 3, 7, 24, 63, and 65. Darren also holds the SIE designation. Darren specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
UT
03/31/2004 - Present
LPL Financial LLC (OGDEN UT)
NY
07/31/1993 - 04/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/11/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2000
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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