Timothy Charles Boyd
Investment adviser representative at Prospera Financial Services, Inc.
12 yearsExperience
2 statesRegistered in
$14.4BFirm assets
20 yearsFirm in business
Are you Timothy Charles 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-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Prospera Financial Services, Inc.Sep 2022 to now
- State Farm Investment Management CorpAug 2018 to Sep 2022
- State Farm Vp Management CorpOct 2014 to Sep 2022
- Timothy Boyd Insurance AgencyOct 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Prospera Financial Services, Inc.
$14.4BAssets managed
18,584Clients
269Advisers
20 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
- 2735281
- Firm CRD
- 10740