Don Boyd, financial advisor Amarillo TX
93 score

Don Boyd

CRD Number: 1321182
Current Firm: Dominion Portfolio Management, Inc.

Don Boyd (CRD# 1321182) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Amarillo, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Apr 2011 - Current 5
Dominion Investor Services, Inc. Horseshoe Bay, TX Mar 1994 - Current 22
The Boyd Agency/boyd Financial Services Amarillo, TX Sep 1983 - Current 33
Dominion Financial Advisors, Inc. San Antonio, TX Jan 2006 - Nov 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Don E. Boyd
Phone Number: 210-265-8050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $157,548
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, MI, OK, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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