Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 24 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snowbasin Ski Resort | Huntsville, UT | Dec 2023 - Current | < 1 |
| Health Matching Account Services, Inc. | Houston, TX | Sep 2021 - Current | 2 |
| Dental Select (subsidiary Of Ameritas) | Sandy, UT | Jun 2021 - Current | 2 |
| Stratospheric LLC | Orem, UT | May 2021 - Current | 2 |
| Cigna | Nashville, TN | Oct 2020 - Current | 3 |
| Molina Healthcare | Midvale, UT | Sep 2019 - Current | 4 |
| Guarantee Trust Life | Glenview, IL | May 2017 - Current | 6 |
| Humana | Lexington, KY | Dec 2013 - Current | 10 |
| Select Health (intermountain Healthcare) | Salt Lake City, UT | Dec 2013 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Layton, UT | Jan 2012 - Current | 12 |
| Secure Horizons By United Healthcare | West Valley City, UT | Oct 2009 - Current | 14 |
| Regence Blue Cross Blue Shield | Salt Lake City, UT | Oct 2009 - Current | 14 |
| Strong Families 101.com | Eagle Mountain, UT | Apr 2009 - Current | 15 |
| Altius Health Plans | South Jordan, UT | Sep 2002 - Current | 21 |
| World Financial Group, Ia | Layton, UT | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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