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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darric? Claim Your ProfileDarric Boyd is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Darric is a registered representative (RR) and an investment advisor representative (IAR) with the firm. Darric has over 27 years of experience in the securities industry. He specializes in providing portfolio management for businesses and individuals. He also provides financial planning, pension consulting and educational seminars. Darric has worked in the securities industry since 1995 and has passed several industry exams, including the Series 6, 7, 31, 63 and 65 exams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
DC
03/05/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
MD
01/14/2005 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
MD
04/11/1996 - 01/27/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TX
03/20/1995 - 04/16/1996
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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