Unclaimed
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.
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.
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
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)
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
Active
Inactive
F
FINRA
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