Unclaimed
William Boyce is an investment advisor representative at State Farm Investment Management Corp. William has been working in the financial services industry since June 16, 2015. William has been registered with the state of Alabama since March 23, 2016. William has been registered with the state of Kentucky since January 11, 2016. William has been registered with the state of Tennessee since January 24, 2020. William has a Series 6, Series 63 and Series 65 license. William is affiliated with State Farm Investment Management Corp.. William has a bachelor's degree in finance from the University of Tennessee. William is a member of the National Association of Insurance and Financial Advisors. William is a member of the National Association of Personal Financial Advisors. William is also a member of the Fayetteville A.R.P. (church).
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
01/01/2025 - Present
State Farm Investment Management Corp. (Fayettebille TN)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Boyce is the right advisor for you? Invested Better is here to help.