Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Boyd is a registered investment advisor with over 38 years of experience in the financial services industry. Paula has held various roles at several firms including TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Paula is currently registered with Charles Schwab & CO., INC. as a Registered Representative (RA). Paula holds the Series 7, Series 8, Series 63, and Series 65 securities licenses. Paula has been registered with the state of California as an Investment Advisor Representative (IAR) since 2017.
San Francisco, CA
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
CA
03/28/2017 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
07/26/2021 - 12/31/2023
TD AMERITRADE, INC. (San Francisco CA)
CA
10/12/2016 - 03/23/2017
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
NE
05/23/2014 - 12/31/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
AZ
12/01/2011 - 04/08/2014
COLE CAPITAL CORPORATION (PHOENIX AZ)
NV
12/09/2009 - 09/20/2010
BHIL DISTRIBUTORS, INC. (RENO NV)
NV
11/10/2006 - 11/30/2009
IFS FUND DISTRIBUTORS, INC. (RENO NV)
NV
10/14/1996 - 11/01/2006
NAVELLIER SECURITIES CORP. (RENO NV)
TX
01/03/1986 - 03/06/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
04/18/1985 - 02/20/1986
KW SECURITIES CORPORATION
NA
07/21/1983 - 02/11/1985
EQUITEC SECURITIES COMPANY
IA
Issued 4/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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