Gwen BoydCRD Number: 716561
Current Firm: Capital Insight Partners, LLC
Gwen Boyd (CRD# 716561) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Aegis Wealth Partners, LLC
|Capital Insight Partners LLC||Scottsdale, AZ||May 2020 - Current||2|
|Foothills Asset Management, Ltd.||Scottsdale, AZ||Nov 2012 - Current||9|
|The Vanguard Group, Inc.||Scottsdale, AZ||May 2011 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management735MILLIONS
Total Number of Accounts899ACCOUNTS
Average Account Value$817,924
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, GA, HI, MN, NE, NH, NM, TX, WA, WY
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