Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Boyd is an investment advisor representative with Custos Family Office LLC. Herbert has over 20 years of experience in the financial services industry. Prior to joining Custos Family Office LLC, Herbert was a financial advisor with J.P. Morgan Securities LLC. Herbert has a wide range of experience and specializes in providing financial planning, portfolio management, and consulting services. Herbert has a strong track record of helping individuals and families achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/15/2019 - Present
Custos Family Office LLC (Austin TX)
TX
12/17/2010 - 05/13/2019
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
02/22/2010 - 12/14/2010
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
TX
02/04/2008 - 02/23/2010
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
09/27/2005 - 03/09/2007
HERNDON PLANT OAKLEY, LTD. (CORPUS CHRISTI TX)
TX
06/17/2004 - 09/09/2005
ELTEKON SECURITIES, LLC (WEST LAKE HILLS TX)
NY
05/01/2001 - 08/09/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/13/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/13/2000 - 03/09/2001
CHASE SECURITIES INC. (NEW YORK NY)
NA
11/12/1990 - 12/06/1994
EQUICO SECURITIES, INC.
NA
11/12/1990 - 12/06/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 05/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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