Kelly Boyd
Kelly Boyd is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI, 48302
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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
Kelly is an agent selling insurance through 3D Advisors, Advisors Excel, and The Core Group USA, dedicating a few hours per week to each. She also operates her LPL business through Investwise Financial LLC, taking nearly full-time, and presents seminars for White Glove Workshops, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sentinel Securities, INC.Broker
Questar Capital CorporationBroker
Sigma Financial CorporationBroker
Linsco/private Ledger CORP.Broker
State Registrations10 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.