James
Boyle
Plan First Wealth LLC
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About this Advisor
James Boyle is a certified financial planner who works in Greenwich, Connecticut who has 1 year of relevant experience. Boyle currently works for Plan First Wealth LLC. During their career, Boyle has held roles at Automated Securities Clearance LLC, Fis Management Services LLC, Fis Brokerage & Securities Services LLC, Sungard Systems International Inc, Federal Reserve Bank Of Philadelphia, Bayada Home Health Care, Bank Of America, Dunkin' Donuts, Rutgers University, Merrill Lynch, Pierce, Fenner & Smith Inc, Extended Travel, Bank Of America, N.A, Lpl Financial LLC and Plan First Wealth. Boyle holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Pennsylvania. Plan First Wealth LLC is an advisory firm headquartered in Greenwich, CT. The company has offices in four locations and just five employees. It oversees $114 million in assets under management across its 188 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 188 client accounts, 63% belong to high-net-worth investors who have greater than $1 million in investable assets. Plan First Wealth LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the financial services offered. Fee types charged by Plan First Wealth LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan First Wealth LLC Brokerage Details
$114,413,521
5
188
$608,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Boyle Work History
James has been registered as a financial advisor for 1 years.*
Plan First Wealth
Lpl Financial LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Extended Travel
Fis Management Services LLC
Fis Brokerage & Securities Services LLC
Automated Securities Clearance LLC
Sungard Systems International Inc
Federal Reserve Bank Of Philadelphia
Bayada Home Health Care
Rutgers University
Bank Of America
Dunkin' Donuts
*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 Plan First Wealth LLC
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
