Walker Wood Boyd

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2022 → 11/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2016 → 05/2019
  Paradise Valley Community College
  Phoenix, AZ
• 06/2018 → 09/2020
  Certified Benz & Beemer
  Scottsdale, AZ
• 09/2019 → 12/2021
  Arizona State University
  Tempe, AZ
• 03/2021 → 09/2021
  Phoenix Suns
  Phoenix, AZ
• 08/2021 → 12/2021
  Men's Wearhouse
  Scottsdale, AZ
• 02/2017 → 02/2022
  Doordash
  Phoenix, AZ
• 11/2023 → Present
  Ubs Financial Services, Inc.
  Phoenix, AZ

Previous Registrations

• 2022-06-22 → 2023-11-07
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 DoorDash, I will be an independent contractor and just being a food delivery driver, United States, Food delivery driver, start date-6/14/2024. AmazonAmazona is an e-commerce site that sells companies products and delivers to customers.PAUnited States,Deliver packages to clients. I will just be a delivery person.Start date -8/16/2025.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-21

Other Names

• Walker Boyd
• Walker Wood Boyd