Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 24 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Snowbasin Ski Resort | Huntsville, UT | Dec 2023 - Current | < 1 |
Health Matching Account Services, Inc. | Houston, TX | Sep 2021 - Current | 2 |
Dental Select (subsidiary Of Ameritas) | Sandy, UT | Jun 2021 - Current | 2 |
Stratospheric LLC | Orem, UT | May 2021 - Current | 3 |
Cigna | Nashville, TN | Oct 2020 - Current | 3 |
Molina Healthcare | Midvale, UT | Sep 2019 - Current | 4 |
Guarantee Trust Life | Glenview, IL | May 2017 - Current | 7 |
Humana | Lexington, KY | Dec 2013 - Current | 10 |
Select Health (intermountain Healthcare) | Salt Lake City, UT | Dec 2013 - Current | 10 |
Transamerica Financial Advisors, Inc. | Layton, UT | Jan 2012 - Current | 12 |
Secure Horizons By United Healthcare | West Valley City, UT | Oct 2009 - Current | 14 |
Regence Blue Cross Blue Shield | Salt Lake City, UT | Oct 2009 - Current | 14 |
Strong Families 101.com | Eagle Mountain, UT | Apr 2009 - Current | 15 |
Altius Health Plans | South Jordan, UT | Sep 2002 - Current | 21 |
World Financial Group, Ia | Layton, UT | Jun 2001 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1999 |
S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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