Chris Boyd
Amministratore Delegato presso Asset Management Resources LLC
Profilo
Mr. James C.
Boyd is a Founder & Chief Executive Officer at Asset Management Resources LLC.
He has been assisting clients for over twenty five years.
His firm Asset Management Resources, LLC is a registered investment advisor firm in Massachusetts.
He assists his clients in matters of financial planning, investment advice and portfolio management.
His clients include individuals & charities.
He strives to provide clients with education and advice that will best help them to achieve lasting financial security.
He specializes in planning for those in or near retirement.
Mr. Boyd was previously employed as a Principal by Jefferson Pilot Financial.
He received his undergraduate degree from the College of the Holy Cross (Massachusetts).
In 2004, Certified Financial Planner Board of Standards, Inc. awarded him with the financial planning credential of Certified Financial Planner™ professional which is awarded to individuals who meet education, examination, experience and ethics requirements and has previously successfully passed the FINRA administered General Securities Exams (Series 7, 63, 65 and 24) examinations.
He also has earned the Chartered Advisor for Senior Living professional designation from the American College, BrynMawr, PA..
Posizioni attive di Chris Boyd
Società | Posizione | Inizio |
---|---|---|
Asset Management Resources LLC
Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Amministratore Delegato | 01/01/2008 |
Precedenti posizioni note di Chris Boyd
Società | Posizione | Fine |
---|---|---|
Jefferson Pilot Financial
Jefferson Pilot Financial Investment Banks/BrokersFinance Part of Lincoln National Corp., Jefferson Pilot Financial is a company based in Greensboro, NC. | Corporate Officer/Principal | 01/07/2016 |
Formazione di Chris Boyd
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Jefferson Pilot Financial
Jefferson Pilot Financial Investment Banks/BrokersFinance Part of Lincoln National Corp., Jefferson Pilot Financial is a company based in Greensboro, NC. | Finance |
Asset Management Resources LLC
Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |
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