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Victoria Adair Boswell

Investment Adviser Representative at BEACON POINTE ADVISORS, LLC

Tampa, FLCRD #2615937Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
3 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Victoria Adair Boswell has worked in the securities industry since 1997. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Florida, New Hampshire, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaNew HampshireTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/13/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 6/17/1996
Series 7
General Securities Representative Examination
Passed 12/19/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/7/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Pointe Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON POINTE ADVISORS, LLCCurrent
2/10/2026Tampa, FL
STEPHENS CONSULTING, LLC
10/1/202112/31/2025Tampa, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
8/9/201310/20/2021Tampa, FL
EAGLE ASSET MANAGEMENT INC
9/29/201010/22/2013St. Petersburg, FL
WOOD ASSET MANAGEMENT INC
5/1/20095/28/2010Sarasota, FL
COLUMBIA MANAGEMENT ADVISORS, LLC
2/14/20068/29/2008Charlotte, NC
RAYMOND JAMES & ASSOCIATES, INC.
2/13/20037/11/2003St.petersburg, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Victoria Adair Boswell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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