Kathleen
Boyd
Slp Wealth
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About this Advisor
Kathleen Boyd is a financial advisor based in San Diego, California, working with Slp Wealth. Kathleen has previously held positions at Erman Retirement Advisory, Wells Fargo Private Bank, Cetera Advisor Networks LLC, Navigoe, LLC, Kansas State University, Inspired Financial, Brunch & Budget, LLC, Illumination Wealth Management, Slp Wealth, Student Loan Planner, Xy Planning Network, and Oklahoma State University. Kathleen has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Kathleen is part of Slp Wealth, which operates out of San Diego, California. The firm has 15 offices and 24 employees. The firm manages assets totaling $9.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Slp Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Slp Wealth Brokerage Details
$8,956,250
24
230
$38,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kathleen Boyd Work History
Slp Wealth
Student Loan Planner
Oklahoma State University
Xy Planning Network
Brunch & Budget, LLC
Illumination Wealth Management
Kansas State University
Navigoe, LLC
Inspired Financial
Erman Retirement Advisory
Cetera Advisor Networks LLC
Kansas State University
Wells Fargo Private Bank
Disclosures
Please visit the SEC profile of Kathleen Boyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Slp Wealth
Chicago, IL
Durham, NC
Dayton, OH
Durham, NC
Newport News, VA
San Diego, CA
Marina, CA
Durham, NC
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