Robert Boyd, financial advisor Los Altos CA

Robert Boyd

CRD Number: 2329701
Current Firm: Charles Schwab & Company, Inc.

Robert Boyd (CRD# 2329701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Ssb Los Altos, CA Feb 2005 - Current 19
Charles Schwab & Company, Inc. Los Altos, CA Dec 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Robert D. Boyd
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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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