Milton Boyd

9 Years of Experience

Oakland, CA

3 Disclosures

Milton Boyd is a registered investment advisor at Bapcd, INC., based in Oakland, CA, with 9 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients.

Bapcd, INC.

Compensation

N/A

Firm Size

1 advisor

Number of Clients

1 client

Average Client Portfolio

Not specified

Fee Structure

Investment management only (planning not offered)

BAPCD, INC. manages the COMMERCIAL REAL ESTATE FUND, LLC. Compensation for the advisory services is waived on behalf of the Trust. Qualified clients will not incur brokerage or other transaction costs. The firm does not deduct fees from client assets, nor does it bill clients for fees incurred.

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Location

675 Hegenberger Road, Suite 242, Oakland, CA, 94621-1973

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History

Regulatory History (3)

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.

Civil Bond

March 2005

Criminal

December 2000

Final Disposition

Criminal

May 1992

Final Disposition

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Employment History

Current Registrations

Bapcd, INC.

July 2016 - Present · 9 yrs 10 mos

State Registrations1 state

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.

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