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Isaac Dean Boyd

Guggenheim Funds Distributors, LLC

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About Isaac Dean Boyd

Isaac Dean Boyd is a financial professional with over 20 years of experience in the industry. Isaac is currently registered with Guggenheim Funds Distributors, LLC and is located in Overland Park, KS. Isaac has held previous positions with Guggenheim Distributors, LLC, Security Distributors, Inc., Emerald Bay Capital Management, LLC, Fahnestock & Co. Inc., and PFS Investments Inc. Isaac holds the Series 6, 7, 63, SIE, and 6TO licenses. Isaac specializes in investment company products and variable contracts.

Firm Information

Isaac Boyd is currently registered with Guggenheim Funds Distributors, LLC. Guggenheim Funds Distributors, LLC, is a Limited Liability Company formed on November 9, 1995 and headquartered in Chicago, IL. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands. Their primary client type is Investment Companies, with $5,881,943,581 in assets under management. Guggenheim Funds Distributors, LLC offers portfolio management services for investment companies. Their website is HTTP://WWW.GUGGENHEIMINVESTMENTS.COM.
Guggenheim Funds Distributors, LLC

227 WEST MONROE STREET

CHICAGO, IL 60606

$5.88B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Index licensing fee

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Isaac Boyd’s Registration & Firm History

KS

03/03/2014 - Present

Guggenheim Funds Distributors, LLC (OVERLAND PARK KS)

MD

10/16/2009 - 03/03/2014

GUGGENHEIM DISTRIBUTORS, LLC (ROCKVILLE MD)

KS

11/10/2004 - 10/21/2009

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

NY

09/27/2002 - 06/03/2003

EMERALD BAY CAPITAL MANAGEMENT, LLC (NEW YORK NY)

NY

06/29/2000 - 08/29/2000

FAHNESTOCK & CO. INC. (NEW YORK NY)

GA

02/02/2000 - 06/02/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Dean Boyd.
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