Cynthia
Boyle

Stifel Independent Advisors, LLC

CRD#842081
Investment Advisor
in Landrum, SC

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About this Advisor

Cynthia Boyle is a financial advisor who works in Landrum, South Carolina with 2 years of industry experience. Boyle works at Stifel Independent Advisors, LLC. Their career trajectory has included roles at Wells Fargo Advisors Financial Network, LLC and Stifel Independent Advisors, LLC. Boyle holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida and South Carolina. Stifel Independent Advisors, LLC is a registered investment company headquartered in Saint Louis, MO. The firm has offices in 76 locations and a total of 166 employees. It controls $3 billion in assets across its 8,262 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 15 charities and foundations. Of its 8,262 client accounts, 21% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the services. Fee types charged by Stifel Independent Advisors, LLC likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

910 E. Rutherford Street
Landrum, SC 29356

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$2,515,042,848

SC Average: $11,469,110,461
Total Number of Employees

166

SC Average: 458
Total Number of Accounts

8,262

SC Average: 33,415
Average Account Size

$304,411

SC Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Cynthia Boyle Work History

Cynthia has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Stifel Independent Advisors, LLC

2013 - 2021 (8 years)

Wells Fargo Advisors Financial Network, LLC

*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 Cynthia 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 Stifel Independent Advisors, LLC

Cynthia Boyle
Landrum, SC
John Boyle
Landrum, SC
Brian Long
Edinboro, PA
Eric Westall
Chesterfield, MO
Joseph Oliver
Saint Louis, MO
Perris Kaufman
Woodland Hills, CA
Aaron Lucero
Saint Louis, MO

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.

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