Montague Laffitte Boyd

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 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

• 06/2014 → 10/2021
  Stephens Inc
  Atlanta, GA
• 10/2021 → 11/2023
  Lpl Financial, Llc
  Atlanta, GA
• 10/2021 → Present
  Independent Advisor Alliance, Llc
  Atlanta, GA

Previous Registrations

• 2014-06-05 → 2021-10-19
  Stephens
  Atlanta, GA
• 2009-02-02 → 2014-06-13
  Ubs Financial Services Inc.
  Atlanta, GA
• 2003-03-31 → 2009-02-10
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. 10/14/2021 - INDEPENDANT ADVISOR ALLIANCE - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2021. 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. 2. 02/01/2025 - Investment Committee Member - A.G. Rhodes Community Wellness Care - 1% of time - $0 income - Atlanta, GA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-05-10
• S63 Uniform Securities Agent State Law Examination
  1979-11-16

Designations

• Certified Financial Planner

Other Names

• Montague Laffitte Boyd
• Cosmo Boyd
• Montague Laffitte Boyd