Unclaimed Profile

Stephen Arthur Boyle

WESCOM FINANCIAL SERVICES, LLC·ANAHEIM, California

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 23, Series 24, Series 63, Series 65, Series 66Clean record7 years registeredWESCOM FINANCIAL SERVICES, LLC

5601 E. LA PALMA AVE, ANAHEIM, CA 92807CRD# 1485373Firm CRD# 125650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Arthur Boyle · ANAHEIM, CA

Registration

CRD #1485373 · WESCOM FINANCIAL SERVICES, LLC · 7 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

Apr 2025 – present

CUSO FINANCIAL SERVICES, L.P.

Jan 2023 – Jan 2025

Anaheim, CA

WESCOM FINANCIAL SERVICES, LLC

Apr 2019 – Feb 2023

Anaheim, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 23

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · April 23, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESCOM FINANCIAL SERVICES, LLC

CRD 125650 · SEC 801-113359

AUM

$226M

Regulatory assets under management

Employees

1,138 client accounts

Services offered by WESCOM FINANCIAL SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESCOM FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Arthur Boyle offer?

Stephen Arthur Boyle specializes in Investment Management, Wealth Management. Contact their office in ANAHEIM, California for a consultation.

What are Stephen Arthur Boyle's credentials?

Stephen Arthur Boyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Arthur Boyle located?

Stephen Arthur Boyle is based in ANAHEIM, California, working with WESCOM FINANCIAL SERVICES, LLC. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Stephen Arthur Boyle charge for services?

Stephen Arthur Boyle's firm is compensated through percentage of aum, other: fees collected from third-party managers are paid to applicant. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESCOM FINANCIAL SERVICES, LLC?

WESCOM FINANCIAL SERVICES, LLC has approximately 31 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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