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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Thomas Boyer is an investment advisor representative with Mariner Wealth, located in Corte Madera, CA. Richard has been in the financial industry for over 20 years and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Richard holds a Series 7, 31, and 66 license as well as the Certified Financial Planner designation. Richard previously worked at FIDELITY BROKERAGE SERVICES LLC and CHARLES SCHWAB & CO., INC. Richard provides financial planning, portfolio management, and other financial services to his clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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
CA
02/02/2024 - Present
Mariner Wealth (Corte madera CA)
CA
07/15/2013 - 07/07/2017
FIDELITY BROKERAGE SERVICES LLC (LARKSPUR CA)
CA
08/26/2002 - 05/30/2013
CHARLES SCHWAB & CO., INC. (CORTE MADERA CA)
NY
10/15/2001 - 07/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
05/13/1993 - 08/12/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/21/1993 - 02/24/1993
CHELSEA STREET SECURITIES, INC.
BOTH
Issued 10/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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