Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Joe Boyd is an investment advisor representative with Prospera Financial Services, Inc. Bobby Joe has been in the industry since September 25, 1992 and has worked with Wells Fargo Investments, LLC and Morgan Stanley DW Inc. in the past. Bobby Joe Boyd is registered in Arizona, California, Colorado, Kansas, New Mexico, Oklahoma, and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
01/11/2007 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
09/08/2004 - 01/08/2007
WELLS FARGO INVESTMENTS, LLC (LUBBOCK TX)
NY
09/24/1992 - 09/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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