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James Edward Boyle

Plan First Wealth LLC

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About James Edward Boyle

James Boyle is a financial advisor registered with Plan First Wealth LLC in Greenwich, Connecticut. He is a Certified Financial Planner with over 7 years of experience in the industry. James has previously been registered with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and FIS Brokerage & Securities Services LLC. James is dedicated to providing comprehensive financial planning services to both high-net-worth individuals and individuals other than high-net-worth.

Firm Information

James Boyle is currently registered with Plan First Wealth LLC. Plan First Wealth LLC is a registered investment advisor based in Greenwich, Connecticut. The firm provides financial planning and portfolio management services to high-net-worth individuals and other individuals. Plan First Wealth LLC manages approximately $120 million in assets and has a team of 3 investment advisor representatives.
Plan First Wealth LLC

500 WEST PUTNAM AVE

GREENWICH, CT 06830

$120.37M

Assets Under Management

3

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Boyle’s Registration & Firm History

PA

11/14/2023 - Present

Plan First Wealth LLC (PHILADELPHIA PA)

PA

02/28/2019 - 01/27/2022

LPL FINANCIAL LLC (HARLEYSVILLE PA)

PA

12/11/2017 - 01/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

NY

03/04/2016 - 02/27/2017

FIS BROKERAGE & SECURITIES SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Edward Boyle.
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