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James Boyd Waller

Choreo, LLC

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About James Boyd Waller

James Boyd Waller is a registered Investment Advisor Representative with Choreo, LLC. James has been in the financial industry since 1998 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. James has a Series 65 license and holds a specialization in financial planning, portfolio management, and retirement planning. James is committed to providing clients with personalized financial advice and guidance. James Waller is currently registered with Choreo, LLC and has been with the firm since November 2023.

Firm Information

James Waller is currently registered with Choreo, LLC. Choreo, LLC is an investment advisor based in Rockford, IL, with 12 licensed agents, 6 registered representatives, and 129 investment advisory functions. The firm manages approximately $16 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer a range of advisory services including financial planning, portfolio management, retirement plan services, and selection of other advisors.
Choreo, LLC

6735 VISTAGREEN WAY

ROCKFORD, IL 61107

$16.03B

Assets Under Management

659

Total Clients

125

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Waller’s Registration & Firm History

MD

11/02/2023 - Present

Choreo, LLC (Columbia MD)

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Licenses & Designations

IA

Issued 06/04/1998

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Boyd Waller.
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