David Boykin (CRD# 4644177) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 20 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American United Life | Saint Louis, MO | Mar 2021 - Current | 3 |
| Oneamerica Securities | Saint Louis, MO | Mar 2021 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Brentwood, MO | Feb 2019 - Mar 2021 | 2 |
| Transamerica Agency Network | Saint Louis, MO | Sep 2018 - Mar 2021 | 2 |
| Unemployed | Apopka, FL | Jun 2018 - Sep 2018 | < 1 |
| Foresters Advisory Services | Maitland, FL | Jan 2018 - Jun 2018 | < 1 |
| Foresters Financial | Edison, NJ | Jun 2016 - Jun 2018 | 2 |
| Mass Mutual/mml Investors LLC | Springfield, MA | Dec 2015 - Jun 2016 | < 1 |
| Unemployed | Kirkwood, MO | May 2015 - Dec 2015 | < 1 |
| Guardian Life/park Avenue Securities | New York, NY | Apr 2010 - May 2015 | 5 |
| Park Avenue Securities | St Louis, MO | Apr 2010 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- IL
- MO
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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