Nicolas Boyd (CRD# 6670578) is an Investment Advisor Representative working at Tfb Advisors, LLC in Beaufort, MO and has over 7 years of experience in the finance industry.
CRD# 1799361
Lpl Financial LLC
CRD# 2515073
Edward Jones
CRD# 2367102
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Tfb Advisors, LLC | Overland Park, KS | Aug 2022 - Current | 2 |
Tax Favored Benefits | Beaufort, MO | Jun 2016 - Current | 8 |
Ameritas Investment Company, LLC | Lincoln, NE | Jun 2016 - Current | 8 |
Ameritas Life Insurance Corp | Lincoln, NE | Apr 2016 - Current | 8 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Jun 2023 | 1 |
Pearl Insurance | Peoria Heights, IL | Mar 2012 - Mar 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- KS
- MO
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts2,600ACCOUNTS
-
Average Account Value$277,191
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, IL, IN, KS, MO, MT, NC, NE, NM, NY, OH, OK, OR, TX, WA, WY
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