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John Cowman george Boyce

R. F. Lafferty & CO., Inc.

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About John Cowman george Boyce

John Boyce is a financial professional with over 45 years of experience in the industry. John is currently registered with R. F. Lafferty & Co., Inc. John previously held positions at Chapin, Davis, Salomon Smith Barney Inc., Lehman Brothers Inc., Thomson McKinnon Securities Inc., Alex. Brown & Sons, and Merrill Lynch, Pierce, Fenner & Smith, Inc. John specializes in portfolio management for individuals and the selection of other advisors.

Firm Information

John Boyce is currently registered with R. F. Lafferty & CO., Inc.. R. F. Lafferty & CO., Inc. is a corporation formed in May 1976, headquartered in New York, NY. The firm provides portfolio management for individuals and selects other advisors, and has a total of 148 client accounts with $90,879,915 in regulatory assets under management. The firm is registered with the SEC and in 53 states.
R. F. Lafferty & CO., Inc.

40 WALL STREET

NEW YORK, NY 10005

$90.88M

Assets Under Management

45

Total Clients

50

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Boyce’s Registration & Firm History

NY

06/03/2011 - Present

R. F. Lafferty & CO., Inc. (NEW YORK NY)

MD

01/10/2003 - 06/01/2011

CHAPIN, DAVIS (BALTIMORE MD)

NY

07/31/1993 - 01/22/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

12/21/1987 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

11/18/1980 - 11/23/1987

THOMSON MCKINNON SECURITIES INC.

NA

12/23/1976 - 12/13/1980

ALEX. BROWN & SONS

NA

02/26/1969 - 12/03/1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 11/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1982

Series 5 - Interest Rate Options Examination

BC

Issued 02/21/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Cowman george Boyce.
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