Unclaimed
Byron Boyd is a financial advisor with over 20 years of experience in the industry. Byron is currently registered with LPL Financial LLC, a large national firm based in Fort Mill, South Carolina. Byron holds a Series 7, Series 2, Series 63, and Series 65 license. Byron provides a wide range of services to individuals and businesses, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TN
05/18/2015 - Present
LPL Financial LLC (CHATTANOOGA TN)
TN
03/22/2006 - 05/19/2015
AXA ADVISORS, LLC (CHATTANOOGA TN)
IN
09/23/2003 - 03/10/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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