John
Boyle

Stifel Independent Advisors, LLC

CRD#719492
Investment Advisor
in Landrum, SC

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About this Advisor

John Boyle is a financial advisor based in Landrum, South Carolina who has 2 years of industry experience. Boyle works at Stifel Independent Advisors, LLC. Boyle has gained experience at Wells Fargo Advisors Financial Network, LLC and Stifel Independent Advisors, LLC. Boyle has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and South Carolina. Stifel Independent Advisors, LLC is an advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 76 locations and a total of 166 financial advisors. It administers $3 billion in assets under management between its 8,262 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 8,262 customer accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number of services, such as 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. Financial management fee schedules are based on which services are offered. Fee types charged by Stifel Independent Advisors, LLC most likely include any combination of 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

John Boyle Work History

John 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 John 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

John Boyle
Landrum, SC
Cynthia Boyle
Landrum, SC
Shelley Strobel-Erhardt
Saint Louis, MO
Lee Wolfe
Woodland Hills, CA
Karl Walz
Saint Louis, MO
Zachary Thurston
Saint Louis, MO
Mary Steele
Landrum, SC

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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