David Albert Boyer

Overview

David Albert Boyer is an insurance agent, a registered representative and an investment adviser representative based in CA, with 31 years in the industry.

Years in the industry

31

States licensed

4

States registered

3

Carrier appointments

34

Contact

2 business emails and 5 phone numbers on file

Registrations and licenses

• Licensed in 4 states
• Registered in 3 states

• Producer
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Balanced Security Planning, Inc.Current firm
• Miramontes Capital, LLCCurrent firm

Employment history since 1995

Carriers

34 active carrier appointments

Book and practice

Firm assets under management on file