Bonnie Lee Boyd
Investment adviser representative at Stephens
15 yearsExperience
2 statesRegistered in
$18BFirm assets
46 yearsFirm in business
Are you Bonnie Lee Boyd? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- StephensDec 2025 to now
- Kestra Advisory Services, LLCSep 2017 to Dec 2025
- Kestra Investment Services, LLCSep 2017 to Dec 2025
- Wfg Investments, Inc.Dec 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2175976
- Firm CRD
- 3496