Unclaimed
Emily Boyd is an investment advisor representative registered with the state of Georgia. Emily holds a Series 65 license and has been in the industry since 2010. Emily currently works for Independent Advisor Alliance, LLC. Emily also serves as the Director of The 680 Group. Emily specializes in providing financial planning services and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
07/08/2024 - Present
Independent Advisor Alliance, LLC (Atlanta GA)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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