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Robert W. Boyd

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas
Unclaimed Profile
3000 KELLWAY, SUITE 100, CARROLLTON, TX 75006CRD# 6059117Firm CRD# 164009
01

About

Robert W. Boyd is a registered financial advisor based in CARROLLTON, Texas, affiliated with AFFORDABLE LIFE PLANS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AFFORDABLE LIFE PLANS, LLC
AFFORDABLE LIFE PLANS, LLC
AUM
$799K
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AFFORDABLE LIFE PLANS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6059117
Firm CRD# 164009
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert W. Boyd offer?
Robert W. Boyd specializes in Financial Planning, Investment Management. Contact their office in CARROLLTON, Texas for a consultation.
What are Robert W. Boyd's credentials?
Robert W. Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert W. Boyd located?
Robert W. Boyd is based in CARROLLTON, Texas, working with AFFORDABLE LIFE PLANS, LLC. Their office serves clients in the CARROLLTON metropolitan area and surrounding communities.
How does Robert W. Boyd charge for services?
Robert W. Boyd's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFORDABLE LIFE PLANS, LLC?
AFFORDABLE LIFE PLANS, LLC has approximately 16 employees and manages $799K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARROLLTON
Kenneth Leroy Talbert — AFFORDABLE LIFE PLANS, LLCMatthew Lawrence Winebrenner — AFFORDABLE LIFE PLANS, LLCJames Patrick Leaderer — AFFORDABLE LIFE PLANS, LLCJames Braxton Talbert — AFFORDABLE LIFE PLANS, LLCShaun Paul Knapp — AFFORDABLE LIFE PLANS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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