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Patrick Mcbride Boyer

Southstate|duncanwilliams Securities Corp.

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About Patrick Mcbride Boyer

Patrick Mcbride Boyer is a financial advisor with Southstate|duncanwilliams Securities Corp. Patrick has been working in the financial industry since May 2, 2013. Patrick is licensed in 24 states and holds a Series 6, Series 7, Series 63, and SIE licenses. Patrick has prior experience with MetLife Securities Inc. and New England Securities.

Firm Information

Patrick Boyer is currently registered with Southstate|duncanwilliams Securities Corp.. Southstate|duncanwilliams Securities Corp. is a corporation formed in March 1969. The firm is registered in 49 states and is approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

81

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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Patrick Boyer’s Registration & Firm History

TN

10/08/2015 - Present

Southstate|duncanwilliams Securities Corp. (MEMPHIS (SHELBY) TN)

TN

01/02/2015 - 08/10/2015

METLIFE SECURITIES INC. (MEMPHIS TN)

TN

03/06/2013 - 01/02/2015

NEW ENGLAND SECURITIES (MEMPHIS TN)

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Licenses & Designations

BC

Issued 02/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick Mcbride Boyer. Review regulatory record here.
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