Brandon Boyd, financial advisor Santa Ana CA

Brandon Boyd

CRD Number: 5640721
Current Firm: Crown Capital Securities, LP

Brandon Boyd (CRD# 5640721) is an Investment Advisor Representative working at Crown Capital Securities, LP in Santa Ana, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Advisory Group Inc. Santa Ana, CA Aug 2023 - Current < 1
Accounting & Legal Network Santa Ana, CA Jan 2020 - Current 4
Crown Capital Securities, LP Orange, CA May 2012 - Current 11
Heritage Planning Financial Group Santa Ana, CA Feb 2009 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Brandon W. Boyd
Phone Number: 714-547-9481
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    5,654
    ACCOUNTS
  • Average Account Value
    $216,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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