Rosemarie Boyd, financial advisor Worcester MA

Rosemarie Boyd

CRD Number: 1147294
Current Firm: Boyd Financial Strategies, Inc.

Rosemarie Boyd (CRD# 1147294) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has over 39 years of experience in the finance industry. Rosemarie 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
Boyd Financial Strategies, Inc. Worcester, MA Jan 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
Contact Info for Rosemarie A. Boyd
Phone Number: 508-754-3226
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $724,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MA

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