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Credentials
Series 63, Series 66
Experience Industry experience
32 years
Location
Colusa, CA 95932
Raymond James Financial
Institution
Vance Boyes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously operated Boyes Financial Services from 2016 to 2018 and continues as an owner of the firm. Outside of advisory work, he serves as chairman of the Colusa County Athletic Hall of Fame and co-owns a small ranching operation with his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored non-discretionary planning using analytical tools and supports both wrap-fee advisory programs and institutional consulting.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Colusa, CA Main Street
757 Main Street
Colusa CA 95932
Advisors at this office
1
California
32 years of industry experience
Boyes Financial Services
2016 - 2018 • 2 years
Colusa, CA
Raymond James Financial Services Advisors INC.
2015 - Present • 11 years
Colusa, CA
Raymond James Financial Services,inc
2015 - Present • 11 years
Colusa, CA
Edward Jones
2008 - 2015 • 7 years
Colusa, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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