David Edward Boynton

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1992 → Present
  New York Life Insurance Company
  Orange, CA
• 07/1992 → Present
  Nylife Securities Llc
  Santa Ana, CA
• 06/2002 → Present
  Eagle Strategies Llc
  Irvine, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; ROLE/TITLE: INSURANCE BROKER; COMPENSATION: COMMISSIONS; YES, THIS IS AN INVESTMENT RELATED BUSINESS 2020 MAIN ST, STE 200, IRVINE, CA 92614 OWNER HOURS DEVOTED: 40HR/WK BROKERING & SALES OF LIFE INSURANCE & DISABILITY CONTRACTS NOT AVAILABLE THROUGH NEW YORK LIFE & SPONSORED MARKETING AGREEMENTS] [ORANGE CATHOLIC FOUNDATION (OCF); OCF IS AN INDEPENDENT CHARITABLE CORPORATION DEDICATED TO RAISING FUNDS AND PROVIDING FUNDRAISING RESOURCES FOR THE DIOCESE OF ORANGE AND ITS PARISHES, SCHOOLS, AND MINISTRIES IN ORANGE COUNTY, CALIFORNIA.; 13280 CHAPMAN AVENUE, GARDEN GROVE, CA 92840; START DATE 07/2015; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-14
• S63 Uniform Securities Agent State Law Examination
  1992-08-03

Designations

• Chartered Financial Consultant