Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Alan Boyd is a financial advisor with over 27 years of experience in the financial services industry. Craig has a wide range of experience with firms such as NYLIFE Securities LLC, USAA Financial Advisors, Inc., Bright Trading, LLC, Fidelity Brokerage Services LLC and currently with Tiaa-Cref Individual & Institutional Services, LLC. Craig provides financial planning and portfolio management services to a diverse clientele.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
09/18/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/20/2015 - 09/15/2020
NYLIFE SECURITIES LLC (DALLAS TX)
TX
05/25/2010 - 10/06/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
NV
09/12/2008 - 09/01/2009
BRIGHT TRADING, LLC (HENDERSON NV)
TX
11/05/2007 - 09/10/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
10/06/1989 - 11/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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