Timothy
Boyd

Prospera Financial Services, Inc

CRD#2735281
Investment Advisor
in Harrisburg, PA

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About this Advisor

Timothy Boyd is a financial advisor working out of Harrisburg, Pennsylvania who has 1 year of relevant experience. Boyd is currently employed by Prospera Financial Services, Inc. During their career, the advisor has held roles at Northwestern University, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, State Farm Vp Management Corp, State Farm Insurance, Timothy Boyd Insurance Agency, State Farm Investment Management Corp and Prospera Financial Services Inc. Boyd holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Prospera Financial Services, Inc is a firm that has its headquarters in Dallas, TX. It has offices in 105 locations and a total of 242 employees. It has $6 billion in total assets between its 18,852 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 76 charitable organizations. Of its 18,852 client accounts, 34% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely are based on which service is offered. However, fee types charged by Prospera Financial Services, Inc most likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

3401 N. Front St Suite 303
Harrisburg, PA 17110

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$5,921,456,412

PA Average: $3,042,739,679
Total Number of Employees

242

PA Average: 49
Total Number of Accounts

18,852

PA Average: 2,315
Average Account Size

$314,102

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Timothy Boyd Work History

Timothy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Prospera Financial Services Inc

2014 - Present (10 years)

Timothy Boyd Insurance Agency

2018 - 2022 (4 years)

State Farm Investment Management Corp

2014 - 2014 (< 1 year)

Northwestern Mutual Investment Services, LLC

2014 - 2014 (< 1 year)

State Farm Vp Management Corp

2014 - 2014 (< 1 year)

State Farm Insurance

2014 - 2022 (8 years)

State Farm Vp Management Corp

2011 - 2014 (3 years)

Northwestern University

2011 - 2014 (3 years)

Northwestern Mutual Investment Services, LLC

2011 - 2014 (3 years)

Northwestern Mutual Life Insurance Company

*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 Timothy 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 Prospera Financial Services, Inc

Jeremy Day
Dallas, TX
Tyler Lewis
Colchester, CT
Mark Eriksen
Clarkston, MI
John Crook
Macon, GA
Caryn Borden
Dallas, TX
Adam Parrie
Dallas, TX
James Baltzersen
Crown Point, IN
Anna Hansen
Bend, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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