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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BB

Brandon W. Boyd

LEGACY ADVISORY GROUP
SANTA ANA, CA 92705
Some features on this profile are disabled
CRD#: 5640721
BB

Professional summary

Brandon William Boyd, who also goes by Brandon Boyd, is a registered financial advisor currently at LEGACY ADVISORY GROUP, INC located in Santa Ana, California and LPL FINANCIAL LLC located in Santa Ana, California.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Brandon has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon 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) - RIA

Click below to view Brandon William Boyd'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®
None

Experience

Current

January 2, 2024 - Present

LEGACY ADVISORY GROUP, INC

Office #1: 1932 E Deere Ave Ste 220, Santa Ana, CA 92705
RIA
CRD#: 328470
SANTA ANA, CA
Current

April 17, 2024 - Present

LPL FINANCIAL LLC

Office #1: 1932 E Deere Ave Ste 220, Santa Ana, CA 92705
RIA
BD
CRD#: 6413
SANTA ANA, CA
Past

May 18, 2012 - April 16, 2024

CROWN CAPITAL SECURITIES, L.P.

RIA
CRD#: 6312
SANTA ANA, CA
Past

May 17, 2012 - April 17, 2024

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
SANTA ANA, CA
Past

April 5, 2010 - June 18, 2012

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
SANTA ANA, CA
Past

April 1, 2010 - June 18, 2012

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
WESTCHESTER, CA
Past

April 20, 2009 - March 26, 2010

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SANTA ANA, CA
Past

February 26, 2009 - March 26, 2010

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SANTA ANA, CA

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
Arizona
(4/17/2024)
IAR
California
(1/2/2024)
RR
California
(4/17/2024)
RR
Colorado
(4/17/2024)
RR
Montana
(4/25/2025)
RR
Nevada
(4/17/2024)
RR
Oregon
(4/17/2024)
IAR
Texas
(4/11/2024)
RR
Texas
(4/17/2024)
RR
Utah
(5/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LA
LEGACY ADVISORY GROUP, INC
LEGACY ADVISORY GROUP, INC

CRD#: 328470 / SEC#:

California
Registered Investment Advisory firm - (1/1/2024 Approved)
Texas
Registered Investment Advisory firm - (12/8/2023 Conditional Restricted)
PREMIUM
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Contact information

Main Address
1932 E Deere Ave Ste 220, Santa Ana, CA 92705
Mailing Address
Phone number
(949) 825-6031
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts102
AUM (Assets Under Management)$ 44,027,184

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

LEGACY ADVISORY GROUP, INC

CRD#: 328470Santa Ana, CA 92705

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