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Boyd Bohlool

Momentum Independent Network INC.
40 Years of Experience
Virginia Beach, VA
1 DisclosureBroker
View SEC Summary
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Boyd Bohlool is a registered investment advisor at Momentum Independent Network INC., based in Virginia Beach, VA, with 40 years of industry experience. Boyd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
129 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Columbus Center, Suite 600, Virginia Beach, VA, 23462

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Boyd works as a Wealth Manager for Bohool Asset Management, providing investment advice as a Registered Representative and Registered Investment Advisor clearing exclusively through Hilltop Securities. This activity takes up nearly all of Boyd's time.

Employment History
Current Registrations
Momentum Independent Network INC.
December 2021 - Present · 4 yrs 10 mos
Momentum Independent Network INC.Broker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Momentum Independent Network INC.
December 2021 - December 2021 · 0 mos
Cetera Advisor Networks LLC
May 2021 - December 2021 · 7 mos
Cetera Advisor Networks LLCBroker
September 2019 - December 2021 · 2 yrs 3 mos
Summit Financial Group INC
November 2008 - May 2021 · 12 yrs 6 mos
Summit Brokerage Services, INC.Broker
August 2008 - September 2019 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - August 2008 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - August 2008 · 2 yrs 5 mos
Advest, INC.
July 2001 - March 2006 · 4 yrs 8 mos
Advest, INC.Broker
May 2001 - March 2006 · 4 yrs 10 mos
Ferris, Baker Watts IncorporatedBroker
February 1996 - May 2001 · 5 yrs 3 mos
Advest, INC.Broker
February 1990 - February 1996 · 6 yrs
Shearson Lehman Hutton INC.Broker
April 1988 - March 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
January 1986 - April 1988 · 2 yrs 3 mos
State Registrations27 states
ALCACODCDEFLIAILINMAMDMEMIMNNCNJNVNYOHPASCTNTXVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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