Gretchen Agatha Boyd
Professional Summary
Gretchen Agatha Boyd is a registered financial advisor currently at WORLD EQUITY GROUP, INC. located in Bozeman, Montana. Gretchen is registered as a RR (Registered Representative) and started their career in finance in 2023. Gretchen has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY
Contact Information
Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173Phone Number
(847) 342-1700Established
Illinois since 09/13/1991Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
165SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
FINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
2,999AUM (Assets Under Management)
$1,001,368,180Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY
State Registrations and Notice Filings
(1/2/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gretchen Agatha Boyd's CRS (Customer Relationship Summary).
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