BB
BB

Barrington Boyd

15 Years of Experience
Scottsdale, AZ
BrokerSells Insurance

Barrington Boyd is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 15 years of industry experience. Barrington operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

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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

Barrington is a licensed insurance agent for life, annuity, and health insurance since 2004. He dedicates minimal time to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Osaic Wealth, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Sagepoint Financial, INC.
March 2022 - September 2023 · 1 yr 6 mos
Sagepoint Financial, INC.Broker
March 2022 - September 2023 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2021 - July 2021 · 2 mos
Wells Fargo Clearing Services, LLC
May 2021 - July 2021 · 2 mos
Principal Securities, INC.
March 2020 - March 2021 · 1 yr
Principal Securities, INC.Broker
January 2020 - March 2021 · 1 yr 2 mos
Tiaa-Cref Advice and Planning Services
July 2007 - March 2015 · 7 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2005 - March 2015 · 9 yrs 8 mos
Tiaa-Cref Advice and Planning Services
July 2005 - December 2006 · 1 yr 5 mos
American Express Financial Advisors, INC.
April 2004 - December 2004 · 8 mos
Ids Life Insurance CompanyBroker
April 2004 - December 2004 · 8 mos
American Express Financial Advisors INC.Broker
April 2004 - December 2004 · 8 mos
State Registrations1 state
NC
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.
Barrington Boyd - Financial Advisor | TrueAdvisor