Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Boyd has been a financial professional for over 27 years, with experience in the financial industry dating back to November 1996. Kelly is a registered representative with LPL Financial LLC and an investment advisor representative in the state of Michigan. Kelly has held previous positions with Cambridge Investment Research, Inc., National Planning Corporation, Sentinel Securities, Inc., Questar Capital Corporation, and Sigma Financial Corporation. Kelly holds Series 6, 63, and 65 licenses as well as the SIE. Kelly is currently registered in the states of Arizona, California, Florida, Georgia, Illinois, Michigan, Ohio, Tennessee, and Wisconsin. Kelly is associated with the Macomb and Bloomfield Hills branch office of LPL Financial.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/09/2024 - Present
LPL Financial LLC (MACOMB MI)
MI
10/05/2017 - 01/12/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
MI
05/10/2010 - 10/09/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
MI
02/10/2009 - 05/07/2010
SENTINEL SECURITIES, INC. (CLARKSTON MI)
MI
10/20/2006 - 02/02/2009
QUESTAR CAPITAL CORPORATION (CLARKSTON MI)
MI
01/20/2000 - 10/20/2006
SIGMA FINANCIAL CORPORATION (CLARKSTON MI)
SC
11/05/1996 - 01/24/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 04/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Boyd is the right advisor for you? Invested Better is here to help.
