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Gwen L. Boyd

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CRD#: 716561
GB

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.

Gwen Landis Boyd, who also goes by Gwen L Hudson, Gwen Landis Hudson, Gwen L Landis, was a registered financial professional .

Gwen is a previously registered financial professional and started their career in finance in 1980. Gwen had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gwen L Hudson | Gwen Landis Hudson | Gwen L Landis

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 26, 2020 - April 2, 2024

CAPITAL INSIGHT PARTNERS, LLC

RIA
CRD#: 147165
SCOTTSDALE, AZ
Past

December 23, 2014 - June 29, 2020

FOOTHILLS ASSET MANAGEMENT LTD

RIA
CRD#: 108459
SCOTTSDALE, AZ
Past

May 30, 2011 - November 8, 2012

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

August 11, 1987 - February 6, 1988

CONCORD ASSETS SECURITIES, INC.

BD
CRD#: 10533
Past

June 27, 1984 - January 14, 1986

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
Past

September 23, 1980 - January 27, 1984

PARKER/HUNTER INCORPORATED

BD
CRD#: 7324

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".
CI
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA
Registered Investment Advisory firm - (7/14/2008 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CI
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA
Registered Investment Advisory firm - (7/14/2008 Approved)
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Contact information


Main Address
7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 295-7070
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)

Regulatory assets under management


Total Number of Accounts993
AUM (Assets Under Management)$ 829,630,377

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


CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165

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