Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Boyd is a financial advisor with over 30 years of experience in the financial services industry. James Edward Boyd currently works with Stratos Wealth Partners, Ltd. James Edward Boyd has held prior positions with National Planning Corporation and Royal Alliance Associates, Inc. James Edward Boyd is a Certified Financial Planner™ professional, holds a Series 6, 7, 24 and 63 licenses, and is a Registered Investment Advisor. James Edward Boyd has provided investment advisory services in California, Colorado, Florida, Georgia, Illinois, Iowa, Montana, Nebraska, Nevada, New York, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, and Virginia. James Edward Boyd has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. James Edward Boyd is a tax preparer and an Enrolled Agent. James Edward Boyd's areas of expertise include financial planning, retirement planning, and tax planning. James Edward Boyd's primary business is providing investment advisory services through Stratos Wealth Partners, Ltd. James Edward Boyd has a strong commitment to providing personalized financial advice to help clients 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.
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.
Percentage of assets under management with third party managers
1
2
CA
12/20/2022 - Present
Stratos Wealth Partners, Ltd. (Los Angeles CA)
CA
01/05/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
11/19/1989 - 01/12/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/14/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/17/1987 - 10/24/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 10/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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