James Boyd is a registered investment advisor, based in Nicholasville, KY, with 28 years of industry experience.
Location
171 Imperial Way, Nicholasville, KY, 40356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells equity indexed annuities through Avantax Insurance Agency, spending minimal time on this. He is also the president of JSB Marketing, Inc., a partner in Boygan, Inc. (rental property), CEO of Conquer the Code, LLC, and president of J. Stephen Boyd, CPA, PSC, spending about half his time on tax preparation/accounting.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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