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James Kevin Boyles

UNITED ADVISORS AMERICA CORPORATION·PROSPER, Texas
Unclaimed Profile
290 S PRESTON ROAD, PROSPER, TX 75078CRD# 2402940Firm CRD# 147350
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNITED ADVISORS AMERICA CORPORATION
UNITED ADVISORS AMERICA
AUM
$260M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at UNITED ADVISORS AMERICA CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2402940
Firm CRD# 147350
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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