Spencer Boyd (CRD# 7358743) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mitchell, SD and has over 2 years of experience in the finance industry.
CRD# 5632754
Lpl Financial LLC
CRD# 67204
Osaic Wealth, Inc.
CRD# 1767968
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Mitchell, SD | Jan 2024 - Current | < 1 |
Boyd Financial Services | Mitchell, SD | Mar 2021 - Current | 3 |
Woodbury Financial Services Inc. | Mitchell, SD | Aug 2021 - Jan 2024 | 2 |
Chesterman Company Coca-cola | Mitchell, SD | Sep 2016 - Mar 2021 | 4 |
Iverson Chrysler Center | Mitchell, SD | Jan 2016 - Aug 2016 | < 1 |
University Of South Dakota | Vermillion, SD | Aug 2015 - Dec 2015 | < 1 |
Corn Palace | Mitchell, SD | May 2015 - Aug 2015 | < 1 |
University Of South Dakota | Mitchell, SD | Aug 2014 - May 2015 | < 1 |
Perfect Touch Auto Detailing/ Josh's Mowing | Mitchell, SD | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- SD
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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