Brandon Boyd
Brandon Boyd is a registered investment advisor at LPL Financial LLC, based in Santa Ana, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1932 E Deere Ave, Ste 220, Santa Ana, CA, 92705
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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 ActivitiesSells Insurance
Brandon sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Heritage Planning Financial Group, Inc. and an advisor at Legacy Advisory Group, Inc., spending about 10-20% of his time at Heritage Planning Financial Group, Inc. and full-time at Legacy Advisory Group, Inc.
Employment History
Current Registrations
LPL Financial LLCBroker
Legacy Advisory Group, INC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations8 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.