Christopher B. 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.
Christopher Brent Boyd, CFP®, who also goes by C. Brent Boyd, was a registered financial professional .
Christopher is a previously registered financial professional and started their career in finance in 2002. Christopher had worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 19, 2008 - September 20, 2018
KOSS-OLINGER CONSULTING, LLC.
February 15, 2007 - September 20, 2018
VALMARK SECURITIES, INC.
April 18, 2006 - January 18, 2007
TRUIST INVESTMENT SERVICES, INC.
April 17, 2006 - January 18, 2007
TRUIST INVESTMENT SERVICES, INC.
March 15, 2004 - April 19, 2006
SECURIAN FINANCIAL SERVICES, INC.
August 30, 2002 - April 19, 2006
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
KOSS-OLINGER CONSULTING, LLC.
CRD#: 111855 / SEC#: 801-58175
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
KOSS-OLINGER CONSULTING, LLC.
CRD#: 111855 / SEC#: 801-58175
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,083 |
| AUM (Assets Under Management) | $ 2,083,486,916 |
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.
