Boyd
Curtis

Transamerica Financial Advisors, LLC

CRD#4011771
Investment Advisor
in Layton, UT

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About this Advisor

Boyd Curtis is a financial advisor based in Layton, Utah, working with Transamerica Financial Advisors, LLC. Boyd has previously held positions at World Financial Group, Ia, Altius Health Plans, Strong Families 101.Com, Secure Horizons By United Healthcare, Regence Blue Cross Blue Shield, Transamerica Financial Advisors, Inc, Humana, Select Health (Intermountain Healthcare), Guarantee Trust Life, Molina Healthcare, Cigna, Stratospheric LLC, Dental Select (Subsidiary Of Ameritas), Health Matching Account Services, Inc, Snowbasin Ski Resort, Stoneprint Capital, LLC, and Manhattan Life. Boyd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Boyd is part of Transamerica Financial Advisors, LLC, which operates out of Layton, Utah. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1133 N. Main Street Suite 229
Layton, UT 84041

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Transamerica Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,730,669,809

UT Average: $15,833,994,310
Total Number of Employees

1,054

UT Average: 41
Total Number of Accounts

42,440

UT Average: 3,342
Average Account Size

$40,779

UT Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Boyd Curtis Work History

2024 - Present (1 year)

Stoneprint Capital, LLC

2024 - Present (1 year)

Manhattan Life

2023 - Present (2 years)

Snowbasin Ski Resort

2021 - Present (4 years)

Stratospheric LLC

2021 - Present (4 years)

Dental Select (Subsidiary Of Ameritas)

2021 - Present (4 years)

Health Matching Account Services, Inc

2020 - Present (5 years)

Cigna

2019 - Present (6 years)

Molina Healthcare

2017 - Present (8 years)

Guarantee Trust Life

2013 - Present (12 years)

Humana

2013 - Present (12 years)

Select Health (Intermountain Healthcare)

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2009 - Present (16 years)

Strong Families 101.Com

2009 - Present (16 years)

Secure Horizons By United Healthcare

2009 - Present (16 years)

Regence Blue Cross Blue Shield

2002 - Present (23 years)

Altius Health Plans

2001 - Present (24 years)

World Financial Group, Ia

Disclosures

Please visit the SEC profile of Boyd Curtis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, LLC

Darrin Gulla
Louisville, KY
Lina Kuang-Chan
Flushing, NY
Yan Zhang
Columbia, MD
Shunly Wang
Flushing, NY
Daniel Towers-Carbajal
San Carlos, CA
Yoga Gudivada
Plano, TX
Daniel Duarte
Fresno, CA
Kevin Brunkow
Englewood, CO

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