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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Boyd is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Robert has been in the industry since 2013. Robert is a registered representative in 53 states and an investment advisor representative in Texas and South Carolina. He holds Series 6, 7, 9, 10, 63, and 65 licenses. Robert is a skilled professional with diverse experience, providing a range of services to a wide variety of clients including high-net-worth individuals, corporations, and pension plans.
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.
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2
SC
01/13/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/18/2013 - 10/02/2015
RCH SECURITIES (CHARLOTTE NC)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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