Advisor at Raymond James Financial
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Location
Colusa, CA 95932
Credentials
Series 63, Series 66
Industry experience
31 years
Vance Boyes is a financial advisor with Raymond James Financial Services Advisors Inc. in Colusa, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously operated Boyes Financial Services, a full-service brokerage office, which he owns. Outside of his advisory work, Boyes 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. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
757 Main Street
Colusa, CA 95932
California
Boyes Financial Services
2016 - 2018 (2 years)
Raymond James Financial Services Advisors Inc.
2015 - Present (11 years)
Raymond James Financial Services,inc
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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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