Theodore
Boyes

Brokers International Financial Services, LLC

CRD#5964555
Investment Advisor
in Pembroke Pines, FL

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About this Advisor

Theodore Boyes is a financial advisor operating in Pembroke Pines, Florida, who has 5 years of relevant experience. Boyes currently works for Brokers International Financial Services, LLC. Their career trajectory has included roles at Nfp Securities, Inc, Kestra Financial Services, Inc and Brokers International Financial Services, LLC. Boyes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Brokers International Financial Services, LLC is an advisory firm headquartered in Urbandale, IA. The company has offices in 120 locations and a total of 224 financial advisors. It oversees $1 billion in assets between its 9,114 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 9,114 accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm has a number of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Brokers International Financial Services, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Pembroke Pines, FL

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,360,141,295

FL Average: $9,259,360,772
Total Number of Employees

224

FL Average: 166
Total Number of Accounts

9,114

FL Average: 7,189
Average Account Size

$149,236

FL Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Theodore Boyes Work History

Theodore has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Brokers International Financial Services, LLC

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Theodore Boyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Joshua Isherwood
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Gary Bondy
West Des Moines, IA
Joseph Jones
Claremore, OK
Jonathan Bath
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Charlie Gipple
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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