Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Boynton is a financial advisor who is registered with Osaic Wealth, Inc. in Scotts Valley, CA. Rick has over 30 years of experience in the financial industry and is dedicated to helping clients reach their financial goals. Rick is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals. Rick's specialties include financial planning, investment management, and retirement planning.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTS VALLEY CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SCOTTS VALLEY CA)
CA
06/13/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SCOTTS VALLEY CA)
CA
10/25/2005 - 06/14/2007
ING FINANCIAL PARTNERS, INC. (SCOTTS VALLEY CA)
TX
03/25/1998 - 10/25/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/06/1993 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 04/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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