Unclaimed
Tyler Thomas Boyce is a financial advisor at Raymond James & Associates, Inc., with over 10 years of experience in the industry. Tyler has a strong background in securities and investment advising and has held various positions at several financial institutions. Tyler holds a Series 7, Series 63, and Series 65 licenses and is also a Certified Financial Planner. Prior to joining Raymond James & Associates, Inc., Tyler was associated with Private Client Services, LLC and AW Securities, among others.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/02/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
KY
03/01/2022 - 04/13/2023
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
TX
01/28/2021 - 02/16/2022
AW SECURITIES (Addison TX)
TX
05/20/2019 - 01/06/2021
TD AMERITRADE, INC. (Southlake TX)
TX
04/17/2014 - 07/10/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
07/09/2013 - 04/15/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/27/2012 - 11/14/2012
SETHI FINANCIAL INVESTMENTS, INC. (PLANO TX)
IA
Issued 06/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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