Unclaimed
Christopher Boyd is a financial advisor with Raymond James & Associates, Inc. in Nashville, TN. Christopher has been working in the financial industry since 2003 and has been registered with the state of Tennessee since 2014. Christopher is also a registered investment advisor and offers financial planning, portfolio management and other services. Christopher has worked with clients in a variety of industries and has a proven track record of success.
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.
Please see note in schedule d - miscellaneous
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
07/23/2014 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
CT
07/28/2010 - 05/05/2014
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
12/05/2007 - 01/16/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
CT
12/18/2003 - 08/02/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
01/19/2001 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 07/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2007
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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