Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vance? Claim Your ProfileVance Boyes is a registered representative with Raymond James Financial Services Advisors, Inc. Vance is an active registered representative with over 28 years of experience in the financial services industry. Vance has been with Raymond James Financial Services Advisors, Inc. since 2015. Previously, Vance was employed by Edward Jones. Vance holds the Series 63, 66, and 7 licenses and the SIE exam. Vance has a background in farming/ranching and is active in the community, serving as Chairman of the Colusa County Hall of Fame. Vance also owns and operates a business called Boyes Financial Services. Vance provides a wide range of financial services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/21/2015 - Present
Raymond James Financial Services Advisors, Inc. (Colusa CA)
CA
07/22/1994 - 09/01/2015
EDWARD JONES (COLUSA CA)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vance Boyes is the right advisor for you? Invested Better is here to help.
