Unclaimed Profile

James Brian Boyle

DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, California

Clean recordDYNAMIC WEALTH STRATEGIES, LLC

9700 VILLAGE CENTER DRIVE, GRANITE BAY, CA 95746CRD# 5570142Firm CRD# 167594

Profile Verification

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

Identity

James Brian Boyle · GRANITE BAY, CA

Registration

CRD #5570142 · DYNAMIC WEALTH STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Brian Boyle is a registered financial advisor based in GRANITE BAY, California, affiliated with DYNAMIC WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

DYNAMIC WEALTH STRATEGIES, LLC

AUM

$133M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DYNAMIC WEALTH STRATEGIES, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

Regulatory

SEC/IARD CRD# 5570142

Firm CRD# 167594

View on FINRA BrokerCheck →

Looking for a financial advisor in GRANITE BAY?

Browse all registered financial advisors in GRANITE BAY, California or claim this profile if it's yours.

Browse GRANITE BAY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Brian Boyle offer?

James Brian Boyle specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GRANITE BAY, California for a consultation.

What are James Brian Boyle's credentials?

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

Where is James Brian Boyle located?

James Brian Boyle is based in GRANITE BAY, California, working with DYNAMIC WEALTH STRATEGIES, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.

How does James Brian Boyle charge for services?

James Brian Boyle's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNAMIC WEALTH STRATEGIES, LLC?

DYNAMIC WEALTH STRATEGIES, LLC has approximately 8 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →