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Arthur Boyd

22 Years of Experience
Boca Raton, FL
2 DisclosuresBrokerSells Insurance

Arthur Boyd is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boca Raton, FL, with 22 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

1300 N Federal Hwy., Ste 101, Boca Raton, FL, 33432

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History

Regulatory History (2)
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
February 2019
Settled
Customer Dispute
January 2012
Denied
Other Business ActivitiesSells Insurance

Arthur is an advisory representative of a RIA, an independent insurance agent, and owner/president of Pani Tours and Professional Associate Network, Inc. He is also an investment advisor representative with Generations Wealth Advisors LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2018 - Present · 7 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2018 - Present · 7 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - November 2018 · 2 yrs 3 mos
Suntrust Investment Services, INC.
December 2011 - December 2016 · 5 yrs
Suntrust Investment Services, INC.Broker
November 2011 - November 2018 · 7 yrs
LPL Financial LLC
July 2010 - November 2011 · 1 yr 4 mos
LPL Financial LLCBroker
July 2010 - November 2011 · 1 yr 4 mos
Wells Fargo Advisors, LLC
December 2009 - July 2010 · 7 mos
Wells Fargo Advisors, LLCBroker
September 2009 - July 2010 · 10 mos
LPL Financial CorporationBroker
April 2008 - October 2009 · 1 yr 6 mos
Ifmg Securities, INC.Broker
March 2004 - April 2008 · 4 yrs 1 mo
Quick & Reilly, INC.Broker
July 2003 - March 2004 · 8 mos
State Registrations2 states
FLTX
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.