Phillip
Boyd
Crown Capital Securities, L.P
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About this Advisor
Phillip Boyd is a financial advisor who works in Edmond, Oklahoma with a total of 6 years of industry experience. Boyd is currently employed by Crown Capital Securities, L.P. During their career, Boyd has held roles at Lpl Financial, LLC, Integris Deaconess, Cohesive Healthcare, Oklahoma Surgical Hospital, Crown Capital Securities, Lp and Alliance Health. Boyd holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Oklahoma. Crown Capital Securities, L.P is an advisory business that has its headquarters in Orange, CA. The company has offices in 93 locations and a total of 164 financial advisors. It handles $1 billion in total assets between its 5,654 client accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 5,654 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. Crown Capital Securities, L.P provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on the financial services. However, fee types billed by Crown Capital Securities, L.P likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Phillip Boyd Work History
Phillip has been registered as a financial advisor for 6 years.*
Cohesive Healthcare
Crown Capital Securities, Lp
Integris Deaconess
Oklahoma Surgical Hospital
Alliance Health
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillip Boyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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