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William Fredrick Boykin

J.w. Cole Financial, Inc.

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About William Fredrick Boykin

William Fredrick Boykin is a financial advisor at J.w. Cole Financial, Inc. based in Wilson, NC. He has been active in the industry since 2004. William has held previous positions at LPL FINANCIAL LLC and EDWARD JONES. William holds a Series 7, Series 63, and SIE license. He is registered in Alabama, Florida, North Carolina, and Virginia.

Firm Information

William Boykin is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Boykin’s Registration & Firm History

NC

09/06/2017 - Present

J.w. Cole Financial, Inc. (WILSON NC)

NC

06/22/2011 - 09/13/2017

LPL FINANCIAL LLC (WILSON NC)

NC

10/06/2004 - 06/23/2011

EDWARD JONES (WILSON NC)

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Licenses & Designations

BC

Issued 10/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Fredrick Boykin.
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