James
Boyd

Lpl Financial LLC

CRD#1605651
Investment Advisor
in Los Angeles, CA
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About this Advisor

James Boyd is a certified financial planner operating in Los Angeles, California, with a total of 34 years of work experience. Boyd is currently employed by Lpl Financial LLC. Boyd has gained experience at National Planning Corporation, Boyd Financial Planning and Lpl Financial LLC. Boyd has a Series 63 license, designating them as a securities agent, and is able to work in Arizona, California, Colorado, Georgia, Illinois, Montana, Nevada, Oregon and Washington. Lpl Financial LLC is a financial advisory business operating out of Los Angeles, California. The firm has offices in 8,011 locations and a total of 22,703 employees. It manages $153 billion in assets between its 680,466 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on the type of services offered. However, fees billed by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

11600 Washington Place Ste 106
Los Angeles, CA 90066

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Boyd Work History

James has 34 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

1984 - Present (35 years)

Boyd Financial Planning

2000 - 2017 (17 years)

National Planning Corporation

Disclosures

James Boyd has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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