RB
CFP
RB
CFP

Ryan Boyd

24 Years of Experience
Cabot, AR
BrokerSells Insurance

Ryan Boyd is a CFP-designated registered investment advisor at Capital Analysts, based in Cabot, AR, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

200 Westport Drive, Suite A, Cabot, AR, 72023

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ryan is a member of Arkeg Holdings LLC, involved in mission work, and a director for the Walton College Alumni Society. He also sells life, health, disability, and LTC insurance, owns Anchorpoint Financial, and Boyd Financial Services LLC, and is a notary public and volunteer for the Fellowship of Christian Athletes. Anchorpoint Financial takes nearly full-time, insurance sales take a few hours per week, and the other activities take minimal time.

Employment History
Current Registrations
Capital Analysts
June 2012 - Present · 14 yrs 1 mo
Lincoln Investment
June 2012 - Present · 14 yrs 1 mo
Lincoln InvestmentBroker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Capital Analysts Incorporated
March 2004 - June 2012 · 8 yrs 3 mos
Capital Analysts, IncorporatedBroker
September 2001 - June 2012 · 10 yrs 9 mos
State Registrations25 states
AKALARAZCOCTFLGAINKSKYLAMAMOMSNCNEOHOKSCTNTXUTVAWA
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.