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Mark Coolidge Boyer

State Farm VP Management Corp.

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About Mark Coolidge Boyer

Mark Coolidge Boyer is a financial professional with over 20 years of experience in the industry. Mark currently holds a Series 6, 7, and 66 license as well as the Securities Industry Essentials (SIE) exam. Mark is registered in Georgia as a broker and is affiliated with State Farm VP Management Corp. Mark has previously worked at Truist Investment Services, Inc., PNC Investments, Lincoln Financial Advisors Corporation, SunTrust Investment Services, Inc., Colonial Brokerage, Inc., AIG SunAmerica Capital Services, Inc., Southtrust Securities, LLC, Wachovia Securities, Inc., and First Union Brokerage Services, Inc..

Firm Information

Mark Boyer is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Mark Boyer’s Registration & Firm History

LA

04/11/2024 - Present

State Farm VP Management Corp. (BATON ROUGE LA)

GA

03/25/2022 - 01/19/2024

TRUIST INVESTMENT SERVICES, INC. (SANDY SPRINGS GA)

GA

02/26/2018 - 03/23/2022

PNC INVESTMENTS (CUMMING GA)

GA

01/22/2016 - 02/16/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (CUMMING GA)

GA

07/14/2009 - 01/26/2016

SUNTRUST INVESTMENT SERVICES, INC. (SMYRNA GA)

GA

01/02/2008 - 07/10/2009

COLONIAL BROKERAGE, INC. (DUNWOODY GA)

NJ

03/28/2005 - 12/31/2007

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

AL

04/28/2003 - 03/18/2005

SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)

MO

10/01/2000 - 04/28/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

08/22/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 10/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Coolidge Boyer. Review regulatory record here.
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