Michael Boyd (CRD# 4947874) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Pounding Mill, VA and has over 18 years of experience in the finance industry.
CRD# 2762026
Raymond James Financial Services Advisors, Inc.
CRD# 2291001
Cambridge Investment Research Advisors, Inc.
CRD# 2393208
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Pounding Mill, VA | Jun 2008 - Current | 15 |
| Bi Investments, LLC | Glen Allen, VA | May 2006 - Current | 17 |
| Trupoint Bank | Lebanon, VA | May 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- TN
- VA
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Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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