Boyd
Curtis
Transamerica Financial Advisors, Inc
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About this Advisor
Boyd Curtis is a financial advisor working in Layton, Utah who has 11 years of relevant experience. Curtis is an advisor for Transamerica Financial Advisors, Inc. Curtis has gained experience at World Financial Group, Secure Horizons By United Healthcare, Altius Health Plans, Strong Families 101.Com, Regence Blue Cross Blue Shield, Transamerica Financial Advisors, Inc, Humana, Guarantee Trust Life, Molina Healthcare, Cigna, Stratospheric LLC, Dental Select (Subsidiary Of Ameritas), Health Matching Account Services, Inc and Select Health (Intermountain Healthcare). Curtis has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Transamerica Financial Advisors, Inc is a registered investment firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It controls $2 billion in total assets among its 59,659 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules are based on the services. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Boyd Curtis Work History
Boyd has been registered as a financial advisor for 11 years.*
Stratospheric LLC
Dental Select (Subsidiary Of Ameritas)
Health Matching Account Services, Inc
Cigna
Molina Healthcare
Guarantee Trust Life
Humana
Select Health (Intermountain Healthcare)
Transamerica Financial Advisors, Inc
Secure Horizons By United Healthcare
Strong Families 101.Com
Regence Blue Cross Blue Shield
Altius Health Plans
World Financial Group
*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 Boyd Curtis 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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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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