Boyd
Barnhardt

Linden Thomas Advisory Services, LLC

CRD#5749201
Investment Advisor
in Charlotte, NC
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About this Advisor

Boyd Barnhardt is a chartered financial analyst working out of Charlotte, North Carolina, who has 10 years of experience as a financial advisor. Barnhardt works at Linden Thomas Advisory Services, LLC. Barnhardt has gained experience at Edward Jones, State Farm, Linden Thomas Advisory Services, LLC, Ubs Financial Services Inc, Hewitt Financial Services, Aon Hewitt Financial Advisors, Wells Fargo Advisors Financial Network, LLC and Linden Thomas And Company Securities, LLC. Barnhardt maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Linden Thomas Advisory Services, LLC is an advisory firm that has its headquarters in Charlotte, North Carolina. It oversees $750 million in assets under management across its 4,180 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Linden Thomas Advisory Services, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually vary depending on the type of services provided. Fees billed by Linden Thomas Advisory Services, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

516 North Tryon Street, Suite 200
Charlotte, NC 28202

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Linden Thomas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$676,450,880

NC Average: $3,625,019,099
Total Number of Employees

1

NC Average: 22
Total Number of Accounts

4,441

NC Average: 1,917
Average Account Size

$152,319

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Boyd Barnhardt Work History

Boyd has 10 years of experience.

2018 - Present (1 year)

Linden Thomas Advisory Services, LLC

2018 - Present (1 year)

Linden Thomas And Company Securities, LLC

2017 - 2018 (1 year)

Wells Fargo Advisors Financial Network, LLC

2014 - 2017 (3 years)

Hewitt Financial Services

2014 - 2017 (3 years)

Aon Hewitt Financial Advisors

2011 - 2014 (3 years)

Ubs Financial Services Inc

2009 - 2011 (2 years)

Edward Jones

2008 - 2009 (1 year)

State Farm

Disclosures

Boyd Barnhardt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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