Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ryan Boyle is a financial advisor with Radix Wealth based in Scottsdale, Arizona. Timothy Boyle has been in the industry since 2004 and holds the Series 7, Series 63, and Series 66 licenses. Timothy Boyle previously worked at Cetera Advisors LLC, TBG Financial, LLC dba The Boyle Group Wealth Management, and Boyle Group Insurance Services, LLC. Timothy Boyle provides financial planning, pension consulting, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/07/2024 - Present
Radix Wealth (SCOTTSDALE AZ)
WA
04/04/2014 - 11/15/2018
CETERA ADVISORS LLC (SEATTLE WA)
WA
05/01/2013 - 04/11/2014
WADDELL & REED (SEATTLE WA)
WA
05/05/2009 - 04/17/2013
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
WA
03/06/2007 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
WA
10/31/2006 - 02/13/2007
SHAREBUILDER SECURITIES CORPORATION (BELLEVUE WA)
WA
11/02/2004 - 10/26/2006
AMERIPRISE FINANCIAL SERVICES, INC. (VANCOUVER WA)
MN
11/02/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OR
07/23/2004 - 10/27/2004
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BOTH
Issued 06/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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