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About this Advisor
Montague Boyd is a certified financial planner who is based out of Atlanta, Georgia. Currently a registered financial advisor with Stephens, Boyd has an impressive 41 years of experience as a registered advisor. Boyd maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Boyd is able to advise clients based out of Georgia and Texas. Over the course of their career, they have held roles at Ubs Financial Services Inc, Citigroup Global Markets Inc and Stephens Inc. Stephens is headquartered in Atlanta, Georgia, and operates out of 23 other brick-and-mortar locations throughout the United States. As a registered investment firm, Stephens manages $10 billion in assets throughout 24,447 accounts and retains more than 692 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 11,975 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stephens offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Stephens 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Montague Boyd Work History
Montague has 41 years of experience.
Ubs Financial Services Inc
Citigroup Global Markets Inc
Montague Boyd has disclosures.
Please visit their SEC profile for more details.