Melinda Boyd, financial advisor Fulton MD

Melinda Boyd

CRD Number: 6251994
Current Firm: Wealth Enhancement Advisory Services, LLC

Melinda Boyd (CRD# 6251994) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 6 years of experience in the finance industry.

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Reframe Wealth, LLC
Company Name Location Dates Years
Lpl Financial LLC Fulton, MD Jul 2019 - Current 2
Wealth Enhancement Group Plymouth, MN Jul 2019 - Current 2
Wealth Enhancement Advisory Services, LLC Fulton, MD Jul 2019 - Current 2
Wealth Enhancement Brokerage Services Plymouth, MN Jul 2019 - Current 2
Planning Solutions Group Fulton, MD Sep 2013 - Jul 2019 5
Triad Advisors, Inc. Norcross, GA Sep 2013 - Jul 2019 5
Credo Capital Baltimore, MD Feb 2011 - Sep 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
S63 Uniform Securities State Law Examination Jul 2019
Contact Info for Melinda Boyd
Phone Number: 763-417-1700
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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