Boyd
Curtis

Transamerica Financial Advisors, Inc

CRD#4011771
Investment Advisor
in Layton, UT

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About this Advisor

Boyd Curtis is a financial advisor based in Layton, Utah, working with Transamerica Financial Advisors, Inc. Boyd has previously held positions at World Financial Group, Ia, 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, Health Matching Account Services, Inc, Snowbasin Ski Resort, Stoneprint Capital, LLC, Dental Select (Subsidiary Of Ameritas), and Select Health (Intermountain Healthcare). Boyd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Boyd is part of Transamerica Financial Advisors, Inc, which operates out of Layton, Utah. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1133 N. Main Street Suite 229
Layton, UT 84041

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

UT Average: $1,855,561,029
Total Number of Employees

1,127

UT Average: 62
Total Number of Accounts

45,001

UT Average: 2,474
Average Account Size

$35,987

UT Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Boyd Curtis Work History

2024 - Present (0 year)

Stoneprint Capital, LLC

2023 - Present (1 year)

Snowbasin Ski Resort

2021 - Present (3 years)

Stratospheric LLC

2021 - Present (3 years)

Health Matching Account Services, Inc

2021 - Present (3 years)

Dental Select (Subsidiary Of Ameritas)

2020 - Present (4 years)

Cigna

2019 - Present (5 years)

Molina Healthcare

2017 - Present (7 years)

Guarantee Trust Life

2013 - Present (11 years)

Humana

2013 - Present (11 years)

Select Health (Intermountain Healthcare)

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2009 - Present (15 years)

Secure Horizons By United Healthcare

2009 - Present (15 years)

Strong Families 101.Com

2009 - Present (15 years)

Regence Blue Cross Blue Shield

2002 - Present (22 years)

Altius Health Plans

2001 - Present (23 years)

World Financial Group, Ia

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.

Financial Advisors at Transamerica Financial Advisors, Inc

Junwei Liu
West Covina, CA
Donald Coombs
Concord, CA
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
Angel Vidal
Port Jefferson Station, NY
Pamela Rodriguez Reiffert
San Antonio, TX
Jonathan Fonash
Cedar Rapids, IA
Stephen Short
Ontario, CA

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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