Unclaimed Profile

Margaret Mcguire Boyle

DENTAL WEALTH ADVISORS, LLC·KIRKLAND, Washington

Series 65Clean record22 years registeredDENTAL WEALTH ADVISORS, LLC

5808 LAKE WASHINGTON BLVD NE, KIRKLAND, WA 98033CRD# 4694061Firm CRD# 127147

Profile Verification

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

Identity

Margaret Mcguire Boyle · KIRKLAND, WA

Registration

CRD #4694061 · DENTAL WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DENTAL WEALTH ADVISORS, LLC

DENTAL WEALTH ADVISORS, LLC

Nov 2003 – Oct 2022

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENTAL WEALTH ADVISORS, LLC

CRD 127147 · SEC 801-79882

AUM

$141M

Regulatory assets under management

Employees

358 client accounts

Services offered by DENTAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DENTAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Margaret Mcguire Boyle offer?

Margaret Mcguire Boyle specializes in Financial Planning, Investment Management.

What are Margaret Mcguire Boyle's credentials?

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

Where is Margaret Mcguire Boyle located?

Margaret Mcguire Boyle is based in KIRKLAND, Washington, last registered with DENTAL WEALTH ADVISORS, LLC.

How does Margaret Mcguire Boyle charge for services?

Margaret Mcguire Boyle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DENTAL WEALTH ADVISORS, LLC?

DENTAL WEALTH ADVISORS, LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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