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Robert W. Boyd

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert W. Boyd · CARROLLTON, TX
Registration
CRD #6059117 · AFFORDABLE LIFE PLANS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
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
Introduction

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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
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 at AFFORDABLE LIFE PLANS, LLC

Kenneth Leroy Talbert
CARROLLTON, TX
Matthew Lawrence Winebrenner
CARROLLTON, TX
Timothy Dennis Amerson
ADDISON, TX
James Braxton Talbert
CARROLLTON, TX
James Patrick Leaderer
CARROLLTON, TX
Shaun Paul Knapp
CARROLLTON, TX

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