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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boylan is an Investment Advisor Representative at Buckingham Strategic Partners, LLC. James has over 18 years of experience in the financial services industry and has been registered with the state of Pennsylvania since 2019. Before joining Buckingham Strategic Partners, LLC, James was with SEI Investments Distribution Co. James holds a Series 6, 63, 65 and SIE license. James specializes in working with individuals, businesses, charitable organizations and high-net-worth clients. James is committed to providing his clients with personalized financial advice and investment management 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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
PA
07/24/2019 - Present
Buckingham Strategic Partners, LLC (PHOENIXVILLE PA)
PA
04/07/2003 - 12/01/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 10/15/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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