Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Boykin is a financial advisor in INDIANAPOLIS, IN with over 18 years of experience in the financial services industry. David is currently registered with Oneamerica Securities, Inc., a broker-dealer firm headquartered in Indianapolis. David has experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. David holds a Series 6, 7, 24, 51, 63, and 65 licenses and is licensed to sell insurance products. David is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
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
IN
03/22/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MO
02/11/2019 - 03/03/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (BRENTWOOD MO)
FL
07/08/2016 - 06/01/2018
FORESTERS FINANCIAL SERVICES, INC. (Maitland FL)
MO
12/11/2015 - 06/13/2016
MML INVESTORS SERVICES, LLC (CHESTERFIELD MO)
MO
04/16/2010 - 05/27/2015
PARK AVENUE SECURITIES LLC (TOWN AND COUNTRY MO)
TX
03/20/2008 - 04/16/2010
HORNOR, TOWNSEND & KENT, INC. (DALLAS TX)
TX
09/11/2003 - 03/24/2008
NYLIFE SECURITIES LLC (DALLAS TX)
IA
Issued 10/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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