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RB

Robert A. Boyd

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CRD#: 2374888
RB

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.

Robert Alvin Boyd, who also goes by Bobby Boyd, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bobby Boyd

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 20, 2006 - November 4, 2019

SSN ADVISORY, INC.

RIA
CRD#: 126090
BIRMINGHAM, AL
Past

March 17, 2003 - August 1, 2006

GAMBRELL FINANCIAL ADVISORS, INC.

RIA
CRD#: 108285
BIRMINGHAM, AL
Past

June 22, 1995 - November 4, 2019

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
BIRMINGHAM, AL
Past

August 16, 1994 - June 1, 1995

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

July 27, 1993 - August 19, 1994

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/10/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
SSN ADVISORY, INC.
SSN ADVISORY, INC. | SSNAI

CRD#: 126090 / SEC#: 801-61989

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Contact information


Main Address
9729 Cogdill Road Suite 301, Knoxville, TN 37932
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ENCOMPASS SMA WRAP FEE PROGRAM BROCHURE (8/14/2020)

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.

Company Information


SSN ADVISORY, INC.

CRD#: 126090

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