Inactive

Lauren Taylor Boyes

Abacus Wealth Partners

Santa Monica, CA

CRD 6001568

Claim This Profile

Employer firm

Abacus Wealth Partners CRD 128590

$3.58B regulatory AUM 9 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-02-16
CA	RA	APPROVED	2018-08-30

TX RA
APPROVED_RES

Since 2024-02-16
CA RA
APPROVED

Since 2018-08-30

Branch Locations

Healdsburg, CA • United States

101 S. Main Street, Sebastopol, CA 95472 • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Colusa	CA	04/2016	07/2018
Abacus Wealth Partners	Sebastopol	CA	07/2018	Present
Boyes Financial Services	Colusa	CA	09/2015	07/2018

04/2016 → 07/2018

Raymond James Financial Services, Inc.

Colusa, CA
07/2018 → Present

Abacus Wealth Partners

Sebastopol, CA
09/2015 → 07/2018

Boyes Financial Services

Colusa, CA

Previous Registrations

2017-02-09 → 2018-07-26

Raymond James Financial Services Advisors, Inc

Colusa, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-16

S66 Uniform Combined State Law Examination

2016-12-16

Other Names

Lauren Boyes

View on SEC IAPD

More in Healdsburg, CA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor