Brady Boyd (CRD# 5141387) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry. Brady Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Coronado Investment Advisors, LLC | Carlsbad, CA | Mar 2016 - Current | 8 |
Financial Guidance Group, Inc. | Palm Harbor, FL | May 2015 - Mar 2016 | < 1 |
Christians Against Poverty | Auckland, | Jun 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- CA
- FL
- NM
- OK
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$542,831
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NM, OK, TX
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