Boyd
Curtis

Transamerica Financial Advisors, Inc

CRD#4011771
Investment Advisor
in Layton, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Boyd Curtis is a financial advisor based in Layton, Utah, working with Transamerica Financial Advisors, Inc. Boyd has previously held positions at World Financial Group, Ia, Secure Horizons By United Healthcare, Altius Health Plans, Strong Families 101.Com, Regence Blue Cross Blue Shield, Transamerica Financial Advisors, Inc, Humana, Guarantee Trust Life, Molina Healthcare, Cigna, Stratospheric LLC, Health Matching Account Services, Inc, Snowbasin Ski Resort, Stoneprint Capital, LLC, Dental Select (Subsidiary Of Ameritas), and Select Health (Intermountain Healthcare). 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, Inc, which operates out of Layton, Utah. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

UT Average: $1,855,561,029
Total Number of Employees

1,127

UT Average: 62
Total Number of Accounts

45,001

UT Average: 2,474
Average Account Size

$35,987

UT Average: $750,025

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

2023 - Present (2 years)

Snowbasin Ski Resort

2021 - Present (4 years)

Stratospheric LLC

2021 - Present (4 years)

Health Matching Account Services, Inc

2021 - Present (4 years)

Dental Select (Subsidiary Of Ameritas)

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)

Secure Horizons By United Healthcare

2009 - Present (16 years)

Strong Families 101.Com

2009 - Present (16 years)

Regence Blue Cross Blue Shield

2002 - Present (23 years)

Altius Health Plans

2001 - Present (24 years)

World Financial Group, Ia

Created with Highcharts 6.0.7

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, Inc

Derek Thompson
New York, NY
Kristine Gillard
Saint Petersburg, FL
Junwei Liu
West Covina, CA
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Pamela Rodriguez Reiffert
San Antonio, TX
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started