BB

Boyd Fariborz Bohlool

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K

MIN's fee schedules are negotiable based on factors like account value and services provided. The fees do not cover expenses of underlying ETFs, mutual funds, or ancillary services. Fees are calculated using the market value of the account on the last day of the preceding quarter and are billed in advance on a pro-rated quarterly basis. A portion of the fees received by MIN will be paid to the IAR. For the Partner – TPC Program, clients can choose advance or arrears billing.

Areas of Practice
Investment Management
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Advisor Information

Office location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Settled
Other Business Activities

Boyd works as a Wealth Manager for Bohool Asset Management, providing investment advice as a Registered Representative and Registered Investment Advisor clearing exclusively through Hilltop Securities. This activity takes up nearly all of Boyd's time.

Employment History
Current Registrations
Momentum Independent Network INC.
December 2021 - Present · 4 yrs 1 mo
Momentum Independent Network INC. Broker
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Momentum Independent Network INC.
December 2021 - December 2021 · 0 mos
Cetera Advisor Networks LLC
May 2021 - December 2021 · 7 mos
Cetera Advisor Networks LLCBroker
September 2019 - December 2021 · 2 yrs 3 mos
Summit Financial Group INC
November 2008 - May 2021 · 12 yrs 6 mos
Summit Brokerage Services, INC.Broker
August 2008 - September 2019 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - August 2008 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2006 - August 2008 · 2 yrs 5 mos
Advest, INC.
July 2001 - March 2006 · 4 yrs 8 mos
Advest, INC.Broker
May 2001 - March 2006 · 4 yrs 10 mos
Ferris, Baker Watts IncorporatedBroker
February 1996 - May 2001 · 5 yrs 3 mos
Advest, INC.Broker
February 1990 - February 1996 · 6 yrs
Shearson Lehman Hutton INC.Broker
April 1988 - March 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
January 1986 - April 1988 · 2 yrs 3 mos
State Registrations26 states
ALCACODCDEFLIAILINMAMDMEMINCNJNVNYOHPASCTNTXVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Boyd Fariborz Bohlool - Financial Advisor | AdvisorDiscover