John Robert Boyd
CFP®Professional Summary
John Robert Boyd, CFP® is a registered financial advisor currently at BOYD FINANCIAL STRATEGIES, INC. located in Worcester, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. John has worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
- Retirement Income Management
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDWARD JONES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
EDWARD JONES
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
EDWARD JONES
Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
Current Firm
BOYD FINANCIAL STRATEGIES, INC. | YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD | WWW.BOYDTALK.COM | WWW.BOYDSTRATEGY.COM | STRATEGIC INVESTMENT ADVISERS INC | BOYDTALK
Contact Information
Main Address
319a Southbridge St Ste 201, Auburn, MA 01501Mailing Address
255 Park Avenue, Worcester, MA 01609Phone Number
(508) 754-3226# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
151AUM (Assets Under Management)
$139,591,676Similar Advisors
EDWARD JONES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
EDWARD JONES
Primary Firm SEC Registration
BOYD FINANCIAL STRATEGIES, INC. | YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD | WWW.BOYDTALK.COM | WWW.BOYDSTRATEGY.COM | STRATEGIC INVESTMENT ADVISERS INC | BOYDTALK
State Registrations and Notice Filings
(4/11/1996)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDWARD JONES
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Boyd's CRS (Customer Relationship Summary).
Services Offered by John
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
- Retirement Income Management
Similar Advisors
EDWARD JONES
