Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Edward Boyd is a financial advisor with over 35 years of experience in the financial industry. Don has held several positions in the financial services sector including at Calton & Associates, Inc. and Dominion Investor Services, Inc. Don is a licensed investment advisor and holds a number of securities licenses including Series 7, 6, 63, 65, and SIE. Don offers a range of financial services including financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and selection of other advisors.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/01/2023 - Present
Calton & Associates, Inc. (Amarillo TX)
TX
04/06/1994 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (AMARILLO TX)
NA
03/03/1994 - 03/25/1994
DOMINION INVESTOR SERVICES, INC.
CO
08/14/1992 - 03/04/1994
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IN
07/03/1986 - 08/20/1992
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
01/29/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 08/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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