Jimmy Boyle (CRD# 2370322) is an Investment Advisor Representative working at Avantax Advisory Services in Atlanta, TX and has over 24 years of experience in the finance industry.
CRD# 4785997
Raymond James Financial Services Advisors, Inc.
CRD# 6677485
Edward Jones
CRD# 5225616
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Atlanta, TX | Dec 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Atlanta, TX | Dec 2019 - Current | 4 |
| Avantax Advisory Services | Atlanta, TX | Dec 2019 - Current | 4 |
| Raymond James Financial Services | Atlanta, TX | Jul 2009 - Dec 2019 | 10 |
| Raymond James Financial Services Advisors | Longview, TX | Jul 2009 - Dec 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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