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Luscinda Boyd

21 Years of Experience
San Diego, CA

Luscinda Boyd is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in San Diego, CA, with 21 years of industry experience. Luscinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4370 La Jolla Village Dr. # 305, San Diego, CA, 92021

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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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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
April 2007 - Present · 19 yrs 1 mo
Previous Registrations
USAA Financial Planning Services
December 2005 - June 2006 · 6 mos
H&r Block Financial Advisors, INC.
March 2004 - November 2005 · 1 yr 8 mos
State Registrations1 state
CA
Advisor

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.
Luscinda Boyd - Financial Advisor | TrueAdvisor