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 based in Harrisburg, Pennsylvania, working with Prospera Financial Services, Inc. Timothy has previously held positions at State Farm Vp Management Corp, State Farm Insurance, Timothy Boyd Insurance Agency, Prospera Financial Services Inc, and State Farm Investment Management Corp. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, New Mexico, Pennsylvania, and Texas. Currently, Timothy is part of Prospera Financial Services, Inc, which operates out of Harrisburg, Pennsylvania. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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

$7,913,077,866

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

240

PA Average: 49
Total Number of Accounts

20,915

PA Average: 2,315
Average Account Size

$378,345

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

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)

State Farm Vp Management Corp

2014 - 2014 (< 1 year)

State Farm Insurance

2014 - 2022 (8 years)

State Farm Vp Management Corp

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

David Shafranek
Dallas, TX
Jed Kutzen
Melrose, MA
Tyler Lewis
Laconia, NH
Anna Houser
Belmont, NC
Jonathan Fuimaono
Buckeye, AZ
Ian Wilson
Cincinnati, OH
Tamekia Thompson
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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