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Mark Stephen Boynton jr

Vicus Capital, Inc.

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About Mark Stephen Boynton jr

Mark Stephen Boynton Jr is an active broker and investment advisor representative. Mark Stephen Boynton Jr has been in the industry since May 24, 2003. Mark Stephen Boynton Jr is currently registered with Vicus Capital, Inc. and is also registered in 6 other states. Mark Stephen Boynton Jr previously worked at Walnut Street Securities, Inc., First Tennessee Brokerage, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and PMG Securities Corporation.

Firm Information

Mark Boynton jr is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mark Boynton jr’s Registration & Firm History

NC

04/12/2024 - Present

Vicus Capital, Inc. (CHARLOTTE NC)

NC

02/14/2006 - 09/03/2013

WALNUT STREET SECURITIES, INC. (CHARLOTTE NC)

TN

07/13/2004 - 01/03/2006

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

IN

11/07/2002 - 07/09/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/07/2002 - 07/09/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IL

01/10/2002 - 08/09/2002

PMG SECURITIES CORPORATION (ELGIN IL)

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Licenses & Designations

BOTH

Issued 01/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/09/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Stephen Boynton jr.
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