Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn D. Boyle is a financial advisor with over 24 years of experience in the industry. John Boyle is currently registered with Hilltop Securities Inc. in Texas. John D. Boyle previously worked at TCBI Securities, Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Advisors, LLC, Chase Investment Services Corp., Citigroup Global Markets Inc., CitiCorp Investment Services, A. G. Edwards & Sons, Inc. and Edward Jones. John Boyle holds licenses for Series 3, 4, 7, 9, 10, 24, 31, 52TO, 53, 63 and 65. John Boyle has worked in the Financial Services industry since 1999.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
08/12/2024 - Present
Hilltop Securities Inc. (Plano TX)
TX
06/02/2023 - 06/14/2024
TCBI SECURITIES (DALLAS TX)
TX
01/03/2011 - 05/23/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
NM
12/07/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ALBUQUERQUE NM)
TX
04/23/2008 - 12/10/2009
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
12/19/2007 - 03/19/2008
CHASE INVESTMENT SERVICES CORP. (HURST TX)
TX
05/29/2007 - 12/10/2007
CITIGROUP GLOBAL MARKETS INC. (IRVING TX)
TX
06/07/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (IRVING TX)
MO
10/04/2002 - 06/13/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
02/17/1999 - 10/07/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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