Unclaimed Profile

James Brian Boyle

DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, California

Series 7, Series 66Clean record18 years registeredDYNAMIC 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 · 18 years registered

Brand Profile

Not yet started

Career History

DYNAMIC WEALTH STRATEGIES, LLC

Jun 2013 – present

INDEPENDENT FINANCIAL GROUP, LLC

Aug 2008 – Jun 2013

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 14, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNAMIC WEALTH STRATEGIES, LLC

CRD 167594 · SEC 801-126356

AUM

$133M

Regulatory assets under management

Employees

424 client accounts

Services offered by DYNAMIC WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DYNAMIC WEALTH STRATEGIES, LLC →

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 →

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 →