Brian Boyd (CRD# 3091368) is an Investment Advisor Representative working at Boyd Wealth Management, LLC in Sacramento, CA and has over 25 years of experience in the finance industry. Brian 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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boyd Wealth Management, Lcc | Sacramento, CA | May 2018 - Current | 5 |
| Northwestern Mutual Investment Services, LLC | Sacramento, CA | Jul 1998 - May 2018 | 19 |
| Northwestern Mutual Life | Milwaukee, WI | Oct 1994 - May 2018 | 23 |
| Northwestern Mutual Investment Services, LLC | Sacramento, CA | Feb 2007 - Mar 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- CA
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Total Assets Under Management306MILLIONS
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Total Number of Accounts457ACCOUNTS
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Average Account Value$668,548
- A percentage of assets under your management
- 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
CA, FL
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