AB
AB

Ann Margaret Boyd

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
325 advisors
Number of Clients
16,512 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.5B

Fee Structure

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Location

One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ann works as a licensed assistant doing clerical work, investment-related tasks, and insurance business at Milestone Financial, dedicating full-time hours. She is also an IAR Representative at TLG Advisors, Inc., spending a few hours per week on investment-related tasks.

Employment History
Current Registrations
Davenport & Company LLC
January 2023 - Present · 3 yrs 1 mo
Davenport & Company LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Tlg Advisors, INC.
February 2019 - January 2023 · 3 yrs 11 mos
The Leaders Group, INC.Broker
January 2019 - January 2023 · 4 yrs
Wells Fargo Clearing Services, LLCBroker
April 2018 - January 2019 · 9 mos
Wells Fargo Clearing Services, LLC
April 2018 - January 2019 · 9 mos
Securities America Advisors, INC.
December 2017 - May 2018 · 5 mos
Securities America, INC.Broker
December 2017 - May 2018 · 5 mos
Sii Investments, INC.
April 2016 - November 2017 · 1 yr 7 mos
Sii Investments, INC.Broker
December 2015 - November 2017 · 1 yr 11 mos
First Union Securities, INC.Broker
October 1999 - September 2001 · 1 yr 11 mos
First Union Capital Markets CORP.Broker
March 1995 - October 1999 · 4 yrs 7 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ann Margaret Boyd - Financial Advisor | TrueAdvisor