James
Mcmullan
Boyce & Associates Wealth Consulting, Inc
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About this Advisor
James Mcmullan is a financial advisor operating in Cedar Park, Texas with 2 years of industry experience. Mcmullan is on the advisory team at Boyce & Associates Wealth Consulting, Inc. During their career, the advisor has held roles at Bka Wealth Consulting, Inc, Integrated Wealth Strategies, LLC and Elizabeth Margaret, Inc. Mcmullan has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Texas. Boyce & Associates Wealth Consulting, Inc is a financial advisory firm that has its headquarters in Cedar Park, TX. The company has a total of 12 people on staff. It has $148 million in assets among its 779 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 779 accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually are based on which services are offered. However, fee types charged by Boyce & Associates Wealth Consulting, Inc may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyce & Associates Wealth Consulting, Inc Brokerage Details
$147,905,060
12
779
$189,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Mcmullan Work History
James has been registered as a financial advisor for 2 years.*
Bka Wealth Consulting, Inc
Elizabeth Margaret, Inc
Integrated Wealth Strategies, 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 James Mcmullan 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 Boyce & Associates Wealth Consulting, Inc
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
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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