Boyd F. Curtis
TRANSAMERICA FINANCIAL ADVISORS | Investment Advisor Representative
Layton, UT 84041
Some features on this profile are disabled
CRD#: 4011771
Professional summary
Boyd Frederick Curtis, who also goes by Boyd Fredrick Curtis, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Layton, Utah.
Boyd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Boyd has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Boyd Fredrick Curtis
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.
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Stratospheric LLC / 0521-Present / Investment Related: Yes / 1177 s 800 E Suite 145 Orem, UT 84097 / Member-President / Financial - Health Services / Hrs Work Monthly: 1 / Sec Trading Hrs: 0/ Strong Families 101.com / 0409-Present/ Investment Related: No /Eagle Mountain, Utah/ Owner/ Nature approved OBA #22 Teacher / Hrs Work Monthly: 10% / Sec Trading Hrs: / I will be organizing events, writing web pages. STONEPRINT CAPITAL, LLC. \ POSITION: Member Partner NATURE: Real estate sales, rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 51 W Center Street, Suite 216, Orem UT 84057 \ DESCRIPTION: LLC for current or future properties acquired. MANHATTAN LIFE POSITION: Independent agent NATURE: Dental, Vision, Hospital indemnity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/27/2024 ADDRESS: 10777 Northwest FWY, Houston TX 77092, United States DESCRIPTION: I will only be utilizing the company for its health products. Namely dental, vision and hospital indemnity products. Altius - Coventry Health Care /0902-Present / Investment Related: No/ 10421 South Jordan Gateway South Jordan, Utah 84095 / Independent Agent/Health Insurance / Hrs Work Monthly: 0 / Sec Trading Hrs: 0/ Selling Health Insurance Health Insurance / 1299-Present/ Investment Related: No / State of Utah/ Independent Agent / Health Insurance/ Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Sell individuals & Businesses health insurance policies and LTC Policies or Medicare supplements CIGNA|NOT INVESTMENT RELATED|PO BOX 20001. NASHVILLE, TN 37202|HEALTH INSURANCE SALES|HEALTH INSURANCE ADVISOR|10.15.2020|10 HOURS A MONTH|1 HOUR DURING SECURITIES TRADING|CONTACT NEW CLIENTS, SIGN THEM UP AS NEW MMEMBERS, KEEP TRACK OF MY NEW MEMBERS. HUMANA; NOT INVESTEMENT RELATED; P.O. BOX 14601, LEXINGTON KY 40512; MEDICARE ADVANTAGE PLAN SALES AND INDIVIDUAL HEALTH INSURANCE SALES; SALES AGENT REPRESENTATIVE; 12/2013; 8-20 HRS/MONTH; MEET WITH CLIENTS, EXPLAIN POLICIES OF HEALTH AVAILABLE, SIGN UP CLIENTS THAT ARE INTERESTED IN OBTAINING POLICIES. SELECT HEALTH (INTERMOUNTAIN HEALTHCARE); NOT INVESTMENT RELATED; 36 S. STATE STREET, SALT LAKE CITY, UT 84111; MEDICARE ADVANTAGE PLAN SALES AND INDIVIDUAL HEALTH INSURANCE SALES; HEALTH INSURANCE AGENT; 12/2013; 4-20 HRS/MONTH; MEET WITH CLIENTS, EXPLAIN POLICIES OF HEALTH AVAILABLE, SIGN UP CLIENTS THAT ARE INTERESTED IN OBTAINING POLICIES. Guarantee Trust Life/No/1275 Milwaukee Avenue/Glenview/IL/60025/Insurance sales/Agent/05.08.2017/5/0/Sales for additional medical coverage for medicare beneficiaries when needed to fill any gaps in coverage. Molina Healthcare/ 0919-Present/ Investment Related: No / 7050 Union Park Center, Number 200 Midvale UT 84047 /Health Insurance Advisor/Selling their product designed to give additional medical coverage to Medicare beneficiaries / Hrs Work Monthly: 10/ Sec Trading Hrs: 1 /Contact new clients. Secure Horizons by United Healthcare /0907-present / Investment Related: No /2525 Lake Park Blvd West Valley City, Utah 84125/ Independent Agent/ Selling Health Insurance / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 Altius Health Plans | yes - investment releated | South Jordan, Utah | Health Agent | From 9/2002. Strong Families 101.com | from 4/2009 | EAgle Mountain, Utah | Yes - investment related | Owner. Regence Blue Cross Bue Shield | from 10/2009 | yes investment related | SLC, Utah | sell health insurance. Snowbasin | From 12/2023 | not investment related | Huntsville, Utah | Ski Instructor. Dental Select | From 06/2021| Agent | Sandy, Utah | Not investment related. DEVOTED HEALTH: Healthcare Advisor NATURE: Health Insurance INVESTMENT : No HOURS: 2 SECURITIES hours: 1 START DATE: 10/29/2025. PO Box 211037, Egan MN 55121 DESCRIPTION: Help set up clients
CRS (Client Relationship Summary) - RIA
Click below to view Boyd Frederick Curtis's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Boyd Frederick Curtis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 1133 N. Main Street Suite 229, Layton, UT 84041RIA
BD
CRD#: 16164
Layton, UT
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 1133 N. Main Street Suite 229, Layton, UT 84041RIA
BD
CRD#: 16164
Layton, UT
Past
August 8, 2006 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
OREM, UT
Past
April 12, 2005 - August 25, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
OREM, UT
Past
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
February 7, 2000 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
October 4, 1999 - December 31, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Utah(1/6/2012)
IAR
Utah(1/6/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
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
TRANSAMERICA FINANCIAL ADVISORS, LLC
Investment Advisor RepresentativeCRD#: 16164Layton, UT 84041TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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