Unclaimed Profile

Wendy L Boyd

LINCOLN FINANCIAL SECURITIES CORPORATION·FORT WAYNE, Indiana

SIE, Series 6TO, Series 7, Series 7TO, Series 24Clean recordLINCOLN FINANCIAL SECURITIES CORPORATION

1301 SOUTH HARRISON STREET, FORT WAYNE, IN 46802CRD# 2184320Firm CRD# 3870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wendy L Boyd · FORT WAYNE, IN

Registration

CRD #2184320 · LINCOLN FINANCIAL SECURITIES CORPORATION

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 7TO

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OSAIC FS, INC.

CRD 3870 · SEC 801-23151

AUM

$4.5B

Regulatory assets under management

Employees

655

21,454 client accounts

Services offered by OSAIC FS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OSAIC FS, INC. →

Introduction

Speak with Wendy L

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Wendy L is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT WAYNE?

Browse all registered financial advisors in FORT WAYNE, Indiana or claim this profile if it's yours.

Browse FORT WAYNE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Wendy L Boyd offer?

Wendy L Boyd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Wendy L Boyd's credentials?

Wendy L Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy L Boyd located?

Wendy L Boyd is based in FORT WAYNE, Indiana, working with LINCOLN FINANCIAL SECURITIES CORPORATION. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Wendy L Boyd charge for services?

Wendy L Boyd's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN FINANCIAL SECURITIES CORPORATION?

LINCOLN FINANCIAL SECURITIES CORPORATION has approximately 655 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →