Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kyle Boyd is a financial advisor with Avantax Advisory Services. James has been in the financial services industry since 2014 and is licensed to provide financial advice in Delaware, Florida, New Jersey and Pennsylvania. James has a Series 7, Series 63 and Series 66 licenses and is a member of the Association of Financial Educators. James provides financial planning, investment advice and portfolio management services to individuals and businesses. James also provides insurance services through Avantax Insurance Agency and/or Avantax Insurance Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
DE
03/22/2021 - Present
Avantax Advisory Services (Wilmington DE)
PA
03/09/2015 - 02/16/2021
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
DE
09/02/2014 - 02/24/2015
J.P. MORGAN SECURITIES LLC (NEWARK DE)
NY
08/30/2012 - 12/04/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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