Connor BoydCRD 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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|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|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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)
- Educational seminars/workshops
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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