Bobby Boyd
Bobby Boyd is a registered investment advisor at Prospera Financial Services, INC., based in Lubbock, TX, with 34 years of industry experience. Bobby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
5121 69th St, Suite A-9B, Lubbock, TX, 79424
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2019Judgment / Lien
September 2017Other Business Activities
Bobby assists his wife with her internet sales business, Little Owl Products. This activity is not investment related and takes minimal time.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 states
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
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