![Alysia Boynton-Fisher, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
Alysia Boynton-Fisher (CRD# 7891085) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has 1 year of experience in the finance industry.
![Steven Adams, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 5992425
Stonepath Wealth Management
![Mark Aigner, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 2645924
Saxony Capital Management, LLC
![Michael Albrecht, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 6276104
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Apr 2024 - Current | < 1 |
Unemployed | Traverse City, MI | Oct 2023 - Mar 2024 | < 1 |
Newrez | Traverse City, MI | Sep 2019 - Oct 2023 | 4 |
Traverse City Golf Center | Traverse City, MI | Jun 2016 - Aug 2022 | 6 |
Crossfit Due North | Traverse City, MI | May 2017 - Dec 2019 | 2 |
Aflac | Traverse City, MI | Jan 2018 - Mar 2019 | 1 |
Georgina's | Traverse City, MI | Feb 2018 - May 2018 | < 1 |
Unemployed | Traverse City, MI | Mar 2006 - Feb 2018 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2024 |
- MI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.