Roger Boyd, financial advisor Monticello MS
87 score

Roger Boyd

CRD Number: 1443533
Current Firm: H.d. Vest Advisory Services, Inc.

Roger Boyd (CRD# 1443533) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Monticello, MS and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Boyd Ranch Inc. Summit, MS Mar 2007 - Current 9
H.d. Vest Adivsory Services Monticello, MS Apr 1994 - Current 22
H.d. Vest Investment Services Monticello, MS Dec 1985 - Current 31
Self Employed Monticello, MS Jul 1966 - Current 50
Boyd Accounting Brookhaven, MS Jul 1966 - Current 50

Roger Boyd has no recent exams reported.
Contact Info for Roger C. Boyd
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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