Unclaimed Profile

James Kevin Boyles

UNITED ADVISORS AMERICA CORPORATION·PROSPER, Texas

UNITED ADVISORS AMERICA CORPORATION

290 S PRESTON ROAD, PROSPER, TX 75078CRD# 2402940Firm CRD# 147350

Profile Verification

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

Identity

James Kevin Boyles · PROSPER, TX

Registration

CRD #2402940 · UNITED ADVISORS AMERICA CORPORATION

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

James Kevin Boyles is a registered financial advisor based in PROSPER, Texas, affiliated with UNITED ADVISORS AMERICA CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

UNITED ADVISORS AMERICA CORPORATION

UNITED ADVISORS AMERICA

AUM

$260M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UNITED ADVISORS AMERICA CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2402940

Firm CRD# 147350

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Kevin Boyles offer?

James Kevin Boyles specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROSPER, Texas for a consultation.

What are James Kevin Boyles's credentials?

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

Where is James Kevin Boyles located?

James Kevin Boyles is based in PROSPER, Texas, working with UNITED ADVISORS AMERICA CORPORATION. Their office serves clients in the PROSPER metropolitan area and surrounding communities.

How does James Kevin Boyles charge for services?

James Kevin Boyles's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED ADVISORS AMERICA CORPORATION?

UNITED ADVISORS AMERICA CORPORATION has approximately 27 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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