Boyd Frederick Curtis
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- NcdApr 2026 to now
- Devoted HealthOct 2025 to now
- Manhattan LifeSep 2024 to now
- Stoneprint Capital, LLC.May 2024 to now
- Snowbasin Ski ResortDec 2023 to now
- Dental Select (subsidiary of Ameritas)Jun 2021 to now
- Stratospheric LLCMay 2021 to now
- CignaOct 2020 to now
- Molina HealthcareSep 2019 to now
- Guarantee Trust LifeMay 2017 to now
- HumanaDec 2013 to now
- Select Health (intermountain Healthcare)Dec 2013 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Regence Blue Cross Blue ShieldOct 2009 to now
- Secure Horizons By United HealthcareOct 2009 to now
- Strong Families 101.comApr 2009 to now
- Altius Health PlansSep 2002 to now
- World Financial Group, IaJun 2001 to now
- Health Matching Account Services, IncSep 2021 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 4011771
- Firm CRD
- 16164