Jon BoydCRD Number: 1057760
Current Firm: Cambridge Investment Research Advisors, Inc.
Jon Boyd (CRD# 1057760) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Nov 2013 - Current||4|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Nov 2013 - Current||4|
|Proequities, Inc.||Scottsdale, AZ||Mar 2006 - Nov 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
- Customer Dispute
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops