Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
James Boyd Work History
James has 34 years of experience.
Lpl Financial LLC
National Planning Corporation
Boyd Financial Planning
James Boyd has disclosures.
Please visit their SEC profile for more details.