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Boyd Frederick Curtis

Transamerica Financial Advisors, Inc.

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About Boyd Frederick Curtis

Boyd Curtis is a financial advisor with over 20 years of experience in the industry. Boyd is registered with Transamerica Financial Advisors, Inc. in Layton, UT. Boyd holds the Series 6, Series 63, Series 26, and SIE licenses. Boyd also has experience working for World Financial Group, IA, Secure Horizons by United Healthcare, Altius Health Plans, Strong Families 101.com, Regence Blue Cross Blue Shield, Humana, Guarantee Trust Life, Molina Healthcare, Stratospheric LLC, Health Matching Account Services, Inc., Stoneprint Capital, LLC., Manhattan Life, Snowbasin Ski Resort, Select Health (Intermountain Healthcare), Cigna, and Dental Select (subsidiary of Ameritas).

Firm Information

Boyd Curtis is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boyd Curtis’s Registration & Firm History

UT

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (LAYTON UT)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

02/07/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

GA

10/04/1999 - 12/31/1999

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Boyd Frederick Curtis.
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