James
Boyle
Dynamic Wealth Strategies, LLC
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About this Advisor
James Boyle is a financial advisor based in Granite Bay, California who has 10 years of industry experience. Boyle is an employee of Dynamic Wealth Strategies, LLC. Their career trajectory has included roles at Independent Financial Group and Dynamic Wealth Strategies, LLC. Boyle holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Dynamic Wealth Strategies, LLC is an advisory company based out of Granite Bay, CA. The firm has offices in three locations and a total of eight employees. It controls $109 million in total assets between its 403 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 403 accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Dynamic Wealth Strategies, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advice are based on the type of financial services provided. Fees billed by Dynamic Wealth Strategies, LLC most likely are comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Strategies, LLC Brokerage Details
$108,785,621
8
403
$269,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
James Boyle Work History
James has been registered as a financial advisor for 10 years.*
Dynamic Wealth Strategies, LLC
Independent Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Boyle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Strategies, LLC
Granite Bay, CA
Granite Bay, CA
Granite Bay, CA
Granite Bay, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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