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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Boyd is a financial advisor who has been in the industry since 1990. Charles Boyd is currently registered with LPL Financial LLC in Ocean Springs, Mississippi. Charles Boyd is also registered as an investment advisor in Mississippi, Arizona, Minnesota, South Carolina and Texas. Charles Boyd has previously been registered with ASCEND FINANCIAL SERVICES, INC., SUNAMERICA SECURITIES, INC., and INTERVEST INTERNATIONAL EQUITIES CORP. Charles Boyd holds Series 7, 24, 53 and 63 licenses and is also licensed as a Series 65 investment advisor.
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
MS
02/26/2013 - Present
LPL Financial LLC (OCEAN SPRINGS MS)
MN
10/30/1992 - 02/17/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
AZ
06/05/1991 - 11/05/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CO
08/30/1990 - 06/13/1991
INTERVEST INTERNATIONAL EQUITIES CORP. (COLORADO SPRINGS CO)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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