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Lucas E. Boyd

POINSETT SECURITIES
GREENVILLE, SC 29607
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CRD#: 5199143
LB
Lucas Everette BoydPOINSETT SECURITIES

Professional summary


Lucas Everette Boyd, who also goes by Lucas Everette Boyd Mr., is a registered financial professional currently at POINSETT SECURITIES, LLC located in Greenville, South Carolina.

Lucas is registered as a RR (Registered Representative) and started their career in finance in 2014. Lucas has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases


Lucas Everette Boyd Mr.

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) - BD


Click below to view Lucas Everette Boyd's CRS (Customer Relationship Summary).
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®
None

Experience


Current

March 27, 2024 - Present

POINSETT SECURITIES, LLC

Office #1: 777 Lowndes Hill Road Bldg 3, Suite 110, Greenville, SC 29607
BD
CRD#: 175443
GREENVILLE, SC
Past

February 17, 2021 - March 15, 2024

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
SPARTANBURG, SC
Past

February 17, 2021 - March 15, 2024

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
SPARTANBURG, SC
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

December 23, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
SPARTANBURG, SC
Past

November 6, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
SPARTANBURG, SC

State Registrations and Notice Filings


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

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
Florida
(4/12/2024)
RR
North Carolina
(4/12/2024)
RR
South Carolina
(3/27/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/22/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PS
POINSETT SECURITIES, LLC
POINSETT SECURITIES, LLC

CRD#: 175443 / SEC#: , 8-69596

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
777 Lowndes Hill Road Bldg 3, Suite 110, Greenville, SC 29607
Mailing Address
777 Lowndes Hill Road Bldg 3, Suite 110, Greenville, SC 29607
Phone number
(864) 679-4705
Established
South Carolina since 02/11/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BOYD CORP.OWNER
BOYD, JOHN WYATTCEO, CCO, CFO, FINOP2090782

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


POINSETT SECURITIES, LLC

CRD#: 175443Greenville, SC 29607

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