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Boyd Blair

25 Years of Experience
Hendersonville, TN
1 DisclosureBrokerSells Insurance

Boyd Blair is a registered investment advisor at LPL Financial LLC, based in Hendersonville, TN, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

132 Maple Row Blvd Suite 440, Hendersonville, TN, 37075

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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
January 2004
Denied
Other Business ActivitiesSells Insurance

Boyd operates under the DBA Guided Wealth Partners, LLC for his LPL business, dedicating full-time hours to it. He is also an agent for Amazing Life Insurance, selling non-variable insurance and spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
October 2014 - Present · 11 yrs 7 mos
LPL Financial LLCBroker
May 2006 - Present · 20 yrs
Previous Registrations
Edward JonesBroker
February 2001 - May 2006 · 5 yrs 3 mos
State Registrations15 states
ALFLGAILINKYMIMONCNHOHTNTXVTWA
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.