Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Burgess Boyle is a financial advisor with over 20 years of experience in the industry. James has a strong background in investment management and financial planning, working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. James is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with AXA Advisors, LLC, Bankers Life Securities, Inc., Gilford Securities Incorporated, C. L. King & Associates, Inc., Wachovia Capital Markets, LLC, Wachovia Securities, LLC, and First Union Capital Markets Corp. James holds several licenses including Series 63, 66, 7, 86, and 87. James is also a member of the FINRA and has earned several designations including . James specializes in investment management, financial planning, and retirement planning. James is committed to providing personalized service to each of his clients and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/11/2022 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
03/22/2019 - 04/13/2022
BANKERS LIFE SECURITIES, INC. (SAN DIEGO CA)
CA
10/27/2017 - 02/11/2019
AXA ADVISORS, LLC (SAN DIEGO CA)
NY
06/12/2009 - 10/03/2011
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
04/06/2006 - 12/19/2008
C. L. KING & ASSOCIATES, INC. (NEW YORK NY)
NC
07/01/2003 - 06/28/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/28/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
04/19/1995 - 07/01/1997
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 09/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/18/1995
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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