David Boyer is a registered investment advisor, based in Newport Beach, CA, with 30 years of industry experience.
Location
4701 Teller Ave, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities, including serving as an elected trustee for the Rossmoor/Los Alamitos Sewer District, trustee for a family trust, personnel commissioner for the Los Alamitos Unified School District, and director for the Los Alamitos Chamber of Commerce. He also works as an investment advisor representative and insurance agent, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Balanced Security Planning, INC.Broker
Miramontes Capital, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities INC.Broker
State Registrations3 states
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