Unclaimed
John Neville Boyle is an investment advisor representative with Stifel Independent Advisors, LLC. John has been working in the financial services industry since 1981. John is currently registered with the state of South Carolina and Florida. John has worked with Wells Fargo Advisors Financial Network, LLC, Raymond James & Associates, Inc., and Investment Management & Research, Inc. John is a series 65, series 63, series 10, series 9, series 24, series 8, series 5, and series 7 licensed individual.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
11/08/2021 - Present
Stifel Independent Advisors, LLC (LANDRUM SC)
SC
02/15/2013 - 11/10/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LANDRUM SC)
SC
09/26/1986 - 02/27/2013
RAYMOND JAMES & ASSOCIATES, INC. (LANDRUM SC)
NA
04/29/1985 - 09/22/1986
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
11/21/1980 - 01/30/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 04/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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