Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boys has been a registered investment advisor since 1983. James is currently registered with AE Wealth Management, LLC and has been with them since July 2018. James has extensive experience working with individuals, businesses, and pension plans. In addition to providing financial planning and investment management services, James also conducts educational seminars for clients and offers publication of periodicals.
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.
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.
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2
IN
08/01/2018 - Present
AE Wealth Management, LLC (Martinsville IN)
IN
06/18/2003 - 07/31/2018
CFD INVESTMENTS, INC. (MARTINSVILLE IN)
FL
03/15/2002 - 05/05/2003
INVESTACORP, INC. (MIAMI FL)
TN
09/16/1999 - 03/18/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IN
12/08/1994 - 09/27/1999
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IN
12/13/1994 - 09/24/1999
CFD INVESTMENTS, INC. (KOKOMO IN)
IN
12/08/1994 - 09/24/1999
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
GA
11/05/1992 - 12/01/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
10/13/1989 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
FL
11/09/1988 - 10/28/1989
INVESTACORP, INC. (MIAMI FL)
NA
01/05/1988 - 11/29/1988
FSC SECURITIES CORPORATION
NA
06/23/1987 - 01/22/1988
ADVANTAGE CAPITAL CORPORATION
NA
05/26/1987 - 06/26/1987
THE O.N. EQUITY SALES COMPANY
NA
01/15/1987 - 06/12/1987
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
07/07/1986 - 01/19/1987
FSC SECURITIES CORPORATION
NA
08/01/1983 - 07/08/1986
PW SECURITIES, INC.
NA
12/30/1980 - 08/25/1983
WILLIAM JENNINGS & CO., INC.
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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