William L. Boyd
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Lowell Boyd, who also goes by Bill Boyd, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1989. William had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 24, 2000 - January 27, 2012
BODELL OVERCASH ANDERSON & CO., INC.
January 6, 1995 - March 27, 2000
CLEARING SERVICES OF AMERICA, INC.
January 20, 1993 - August 29, 1995
FIRST AFFILIATED SECURITIES
May 23, 1989 - December 24, 1992
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BODELL OVERCASH ANDERSON & CO., INC.
CRD#: 5148 / SEC#: 801-80931, 8-15775
Contact information
Documents
Disclosures
| Regulatory Event | 7 |
| Arbitration | 1 |
Red Flags
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.
