Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boyd is a financial advisor with Charles Schwab & CO., Inc. James has been in the financial industry for over 6 years and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. James holds the Series 3, 7, and 63 licenses, as well as the SIE exam. James previously worked at TD Ameritrade, Inc. and has a wealth of experience in the industry.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/15/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
09/27/2017 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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