Best Investors Account Sign in
Current Employers
Boyer Financial Services, Inc.

4063 Birch St. Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-10
TX RA APPROVED 2024-09-10
  • CA RA
    APPROVED
    Since 2024-09-10
  • TX RA
    APPROVED
    Since 2024-09-10

Branch Locations

4063 Birch St. Suite 150, Newport Beach, CA 92660 • 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
OrganizationCityStateFromTo
Lpl Financial Llc Huntington Beach CA 01/2002 12/2024
Boyer Financial Services, Inc. Newport Beach CA 09/2024 Present
Previous Registrations
Other Businesses

1. 05/13/2010 - KB Edge Inc.; President; 17272 Newhope Street Fountain Valley CA 92708; Sport Performance Training; Oversight of Scope and Direction of the Business; 1997-08-01; 1 Percentage of total yearly compensation expected to be derived from the business; Contact person at the organization: Josh Gage; Website address for the organization: https://www.ocfasttwitch.com/. 2. 11/21/2024 - Fellowship of Christian Athletes; Board Member; PO Box 74506 San Clemente CA 92673; Southern California Fellowship of Christian (FCA) is a local Christian ministry that serves athletes and coaches in the area. The Board that I am a member of serves the current Director in an Advisory Board (as opposed to a Governing Board) that has no authority over local staff or direction but mostly serves to provide wisdom, insight and help with events for the Director.; Provide ideas, help and support to the local Director to sustain and grow the ministry; 2024-09-01;1 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; Contact person at the organization: Will Gerhard; Website address for the organization: http://pacswfca.org/. 3. 01/01/2026 - Present - Mark Boyer is a Member of the Board of Trustees at Fellowship of Christian Athletes; Non-Investment Related; Location: Kansas City, Missouri; Start date with business: 2026-01-01; Description: The Fellowship of Christian Athletes (FCA) is a national Christian ministry serving coaches and athletes. As a member of the Board of Trustees, he provides advisory input, insight, and support to national leadership. The role does include authority over staff, operational management, and strategic direction. Responsibilities include offering guidance, assisting with events and initiatives, and supporting ministry growth efforts. This role is charitable in nature and does not involve securities-related activities or investment advisory services. Responsibilities: Advisory input to national leadership, strategic insight, event support, and ministry development assistance. Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Compensation: None; Contact person: Heather Williams; Website address: https://www.fca.org/

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-24
S63 Uniform Securities Agent State Law Examination 1994-07-20
  • S65 Uniform Investment Adviser Law Examination
    2026-07-24
  • S63 Uniform Securities Agent State Law Examination
    1994-07-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor