Ralph Boyd, financial advisor Pittsburgh PA
96 score

Ralph Boyd

CRD Number: 3034257
Current Firm: Allegheny Investments, Ltd.

Ralph Boyd (CRD# 3034257) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 18 years of experience in the finance industry. Ralph 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.

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Professional Designations
Company Name Location Dates Years
Allegheny Investments, Ltd Pittsburgh, PA May 2002 - Current 14
Allegheny Financial Group Pittsburgh, PA Jan 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Ralph S. Boyd
Phone Number: 412-367-3880
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    2,580
    ACCOUNTS
  • Average Account Value
    $80,799
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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