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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard William Boyd is a financial advisor with over 35 years of experience in the industry. Richard is currently registered with Raymond James & Associates, Inc. and is licensed to offer securities and investment advice in all 50 states and the District of Columbia. Richard has a wide range of experience and specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Please see note in schedule d - miscellaneous
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
FL
09/23/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PA
01/15/2021 - 07/13/2022
CHARTWELL TSC SECURITIES CORP. (Pittsburgh PA)
PA
04/02/2019 - 02/14/2020
FEDERATED INTERNATIONAL SECURITIES CORP. (Pittsburgh PA)
PA
05/17/1986 - 04/03/2019
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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