Preston Boyd is a registered investment advisor, based in Mansfield, OH, with 18 years of industry experience.
Location
323 Lenox Avenue, Mansfield, OH, 44906
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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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Preston volunteers as President of the Ohio Bird Sanctuary, dedicating minimal time. He also works as an Investment Advisor for CIRA, taking about half of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Invicta Advisors LLC
November 2018 - August 2024 · 5 yrs 9 mos
Invicta Capital LLCBroker
November 2018 - August 2024 · 5 yrs 9 mos
Trustmont Financial Group, INC.Broker
December 2016 - November 2018 · 1 yr 11 mos
Esb Wealth Management, LLC
April 2016 - December 2020 · 4 yrs 8 mos
Securities Service Network, INC.Broker
December 2013 - January 2015 · 1 yr 1 mo
Esb Wealth Management, LLC
June 2011 - April 2016 · 4 yrs 10 mos
Investment Advisors
January 2008 - May 2011 · 3 yrs 4 mos
Proequities, INC.Broker
August 2007 - December 2011 · 4 yrs 4 mos
State Registrations2 states
OHWA
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.