Robert E. 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.
Robert Ernest Boyd, who also goes by Bob Boyd, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2008. Robert had worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 79 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
September 20, 2016 - August 20, 2018
WELLS NELSON & ASSOCIATES, L.L.C.
October 27, 2008 - December 31, 2013
BOSTON STREET ADVISORS, INC.
State Registrations and Notice Filings
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Exams
Current Firm
WELLS NELSON & ASSOCIATES, L.L.C.
CRD#: 104030 / SEC#: , 8-52490
Contact information
Disclosures
| Regulatory Event | 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.
