Bonnie Boyd is a registered investment advisor at Stephens, based in Memphis, TN, with 28 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21,784 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stephens Inc. offers several investment management programs with fees based on a percentage of assets managed. Fees are negotiable and vary from client to client. Fees for some programs are charged quarterly in arrears, while others are charged monthly in advance. Clients may also incur markups or markdowns on fixed income transactions. Some programs may also have performance-based fees.
Location
6075 Poplar Avenue, Crescent Center, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bonnie works as an Investment Advisor Representative for Kestra Advisory Services LLC and a Sr. Registered Client Service Associate/Operations Manager for Dominion Partners Private Wealth Management. Both roles are investment-related and take nearly all of Bonnie's time.
Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 states
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