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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Boyle is an Investment Advisor Representative with Clifford Swan Investment Counselors, licensed in Arizona, California, Idaho, New York, North Carolina, Texas and Washington. Peter has been with Clifford Swan Investment Counselors since January 2010. He is a Chartered Financial Analyst and has been in the securities industry since September 1992. Peter specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals for individuals, high net worth individuals, charitable organizations, corporations and other businesses.
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.
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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CA
11/11/2009 - Present
Clifford Swan Investment Counselors (PASADENA CA)
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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