Unclaimed
Barrington Boyd is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Barrington has been in the industry since 2004 and has experience with a variety of financial services firms. Barrington holds Series 7, 66 and SIE licenses and is a licensed insurance agent. Barrington provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
03/18/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MO
05/04/2021 - 07/16/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
01/15/2020 - 03/31/2021
PRINCIPAL SECURITIES, INC. (CHARLOTTE NC)
NC
07/08/2005 - 03/24/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MN
04/29/2004 - 12/06/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/29/2004 - 12/06/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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