Connor Boyd, financial advisor Provo UT

Connor Boyd

CRD Number: 6954958
Current Firm: Lpl Financial LLC

Connor Boyd (CRD# 6954958) is an Investment Advisor Representative working at Lpl Financial LLC in Provo, UT and has over 3 years of experience in the finance industry. Connor 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
Lpl Financial, LLC Salt Lake City, UT Jun 2019 - Current 3
Lpl Financial At Mountain America Credit Union Salt Lake City, UT Apr 2019 - Jun 2019 < 1
Aptive Environmental Orem, UT Oct 2016 - May 2019 2
Utah Valley University Orem, UT Jan 2016 - May 2019 3
Progressive Planning LLC Sandy, UT May 2018 - Apr 2019 < 1
Vip Home & Garden Lehi, UT Sep 2017 - May 2018 < 1
Jp Morgan & Chase Lindon, UT May 2016 - Oct 2016 < 1
The Church Of Jesus Christ Of Latter Day Saints Curitiba, Paraná, Nov 2013 - Oct 2015 1
Hasta La Pasta Italian Grill Spring, TX Jul 2013 - Nov 2013 < 1
Mr. Hotshine Carwash Spring, TX Jul 2013 - Nov 2013 < 1
Utah Valley University Orem, UT May 2012 - Jul 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Connor B. Boyd
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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