Ben Harold Boyd

Current Employers

Employment History

• 08/2016 → 04/2023
  Schwab Private Client Investment Advisory, Inc.
  Westlake, TX
• 08/2016 → 04/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2023 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Fort Worth, TX
• 05/2023 → 12/2024
  Bank Of America, N.A.
  Fort Worth, TX
• 12/2024 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX
• 12/2024 → Present
  Lpl Financial
  Fort Worth, TX

Previous Registrations

• 2023-04-10 → 2024-12-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Southlake, TX
• 2016-08-29 → 2023-04-14
  Schwab Wealth Advisory, Inc.
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
• 2006-01-20 → 2016-08-18
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

1-12/2024 / Everyday Armor LLC / Business Owner / Non Inv Rltd / 5 hrs mnth / start 12/17/2017 3860 Drexmore Rd. Ft Worth TX 76244. Packing and shipping orders. 2-12/2024 / SYMPHONY FINANCIAL, LTD. CO. / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 12/07/2024 3860 Drexmore Rd. Ft Worth TX 76244. Wealth Advisory 3. 12/18/2024 - Symphony Financial Limited Co - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 01/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading. I provide investment advisory services through Symphony Financial Limited Co, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-19
• S63 Uniform Securities Agent State Law Examination
  2004-01-15

Designations

Other Names

• Ben Harold Boyd
• Tad Boyd
• Ben Harold Boyd