Alan E Boyer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 03/2018
  The Prudential Insurance Company Of America
  Jacksonville, FL
• 09/2014 → 03/2018
  Pruco Securities, Llc
  Jacksonville, FL
• 06/2010 → 03/2018
  Boyer & Associates Llc
  Fernandina Beach, FL
• 03/2018 → 12/2019
  Synovus Securities, Inc.
  Fernandina Beach, FL
• 03/2018 → 12/2019
  Synovus Bank
  Fernandina Beach, FL
• 06/2014 → 12/2019
  Aflac
  Columbus, GA
• 06/2010 → 12/2019
  Boyer & Associates, Llc
  Fernandina Beach, FL
• 03/2016 → 12/2019
  Aetna
  Hartford, CT
• 01/2020 → 03/2022
  Synovus Bank
  Yulee, FL
• 01/2020 → 03/2022
  Synovus Securities
  Yulee, FL
• 03/2022 → Present
  Boyer & Associates, Llc
  Fernandina Beach, FL
• 08/2022 → Present
  Lpl Financial Llc
  Ponte Vedra, FL

Previous Registrations

• 2018-03-05 → 2022-03-09
  Synovus Securities, Inc.
  Fernandina Beach, FL
  Birmingham, AL
  Stuart, FL
  Yulee, FL
• 2015-09-25 → 2018-03-07
  Pruco Securities, Llc.
  Jacksonville, FL

Other Businesses

1) 8/2022 -Boyer Wealth Management, LLC-- Business Entity For Tax/Investment Purposes Only- owner- inv. related- FERNANDINA BEACH, FL- start date 7/15/2022- 10hrs/mth 2) 01/31/2024 - Highland Capital and Penultimate Planning Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/01/2022 - 4 Hours Per Month/4 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-05
• S63 Uniform Securities Agent State Law Examination
  2014-12-23