Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brian Boyle is an investment advisor representative who has been in the industry since July 2008. James Boyle currently works for Dynamic Wealth Strategies, LLC in GRANITE BAY, California. James Boyle has passed the Series 7 and Series 66 exams, and is registered as an investment advisor representative in California and Texas. James Boyle also holds a California insurance license and is a real estate agent in California. James Boyle is the principal of Rosewind, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/15/2018 - Present
Dynamic Wealth Strategies, LLC (GRANITE BAY CA)
CA
07/31/2008 - 06/14/2013
INDEPENDENT FINANCIAL GROUP, LLC (SAN JOSE CA)
BOTH
Issued 08/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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