Ben Boyd is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 22 years of industry experience. Ben is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ben owns Everyday Armor LLC, spending minimal time packing and shipping orders. He also dedicates full-time hours to Symphony Financial, LTD. CO., providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLCBroker
Symphony Financial, LTD. CO.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
World Group Securities, INC.Broker
State Registrations5 states
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
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