David James Boyd
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- B.O.S.S. Retirement Advisors, LLCSep 2022 to now
- B.O.S.S. Retirement Solutions, LLCSep 2022 to now
- Arista Wealth ManagementJan 2021 to Aug 2022
- Mountain America Credit UnionApr 2020 to Aug 2020
- Utah Valley UniversityAug 2017 to Dec 2020
- Nu Skin EnterprisesApr 2017 to Jul 2018
- Naspo ValuepointNov 2016 to May 2020
- Caption CallMar 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
6 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
- 7248887
- Firm CRD
- 171143