Connor Bryce Boyd

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 06/2019
  Lpl Financial At Mountain America Credit Union
  Salt Lake City, UT
• 05/2018 → 04/2019
  Progressive Planning Llc
  Sandy, UT
• 09/2017 → 05/2018
  Vip Home & Garden
  Lehi, UT
• 10/2016 → 05/2019
  Aptive Environmental
  Orem, UT
• 05/2016 → 10/2016
  Jp Morgan & Chase
  Lindon, UT
• 01/2016 → 05/2019
  Utah Valley University
  Orem, UT
• 06/2019 → Present
  Lpl Financial, Llc
  Salt Lake City, UT

Other Businesses

1. 2/11/2020 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/10/2020 - 160 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-26

Designations

• Certified Financial Planner

Other Names

• Connor Boyd