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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Power Boyd is a financial advisor with over 13 years of experience in the industry. Samuel Boyd is currently registered with Mariner Independent and has previously worked at LPL FINANCIAL LLC, Girard Securities, Inc., and MICG Investment Management, LLC. Samuel Boyd holds the Series 66, Series 24, SIE, and Series 7 licenses and is a Certified Financial Planner. Samuel Boyd has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Samuel Boyd specializes in financial planning, portfolio management, and pension consulting. Samuel Boyd is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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VA
09/10/2024 - Present
Mariner Independent (Purcellville VA)
VA
07/19/2010 - 02/25/2013
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
05/11/2010 - 05/18/2010
GIRARD SECURITIES, INC. (NEWPORT NEWS VA)
VA
12/23/2009 - 05/07/2010
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
BOTH
Issued 03/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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