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Advisors / Mississippi / Tupelo
36yrs

Thomas Ladell Boyd Jr

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith

Tupelo, MS 38801Top 6% by experience in TupeloFiduciary advisor
Call the officeDirections

At a glance

Experience36 years (since 1990)
How that compares ?Top 6% by experience in Tupelo
Office144 S Thomas St, Tupelo, MS 38801
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states

Services through Merrill Lynch, Pierce, Fenner & Smith

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 1998 – now
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Thomas

How do I contact Thomas?

Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Thomas Ladell Boyd Jr. Thomas works from the Tupelo, MS office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 1990, about 36 years. Top 6% by experience in Tupelo.

What licenses does Thomas hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Thomas paid?

Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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