Aaron James Boyer

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 06/2006 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 01/2024 → 02/2025
  Boyer Financial Corporation
  Loramie, OH
• 01/2025 → Present
  Medicare Enrollment
  Loramie, OH
• 01/2025 → Present
  Tax Preparation
  Loramie, OH

Other Businesses

1. Medicare Enrollment, since 1/1/2025, Agent, Enrollment into Medicare Parts A,B,D, Medicare Advantage, Medicare Supplement through Aetna. Non-investment related, 1-10% time spent on activity during securities hrs. 2. Tax Preparation, since 1/1/2025. Tax Preparation, Owner, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-27

Designations

• Certified Financial Planner

Other Names

• Aaron Boyer