Joseph O'boyle, financial advisor Beverly Hills CA

Joseph O'boyle

CRD Number: 4628385
Current Firm: O'boyle Wealth Management, Inc.

Joseph O'boyle (CRD# 4628385) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry. Joseph O'boyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
O`boyle Wealth Management, Inc. Beverly Hills, CA Feb 2013 - Current 11
Voya Financial Advisors Beverly Hills, CA Sep 2014 - May 2018 3
Ing Financial Partners, Inc. Beverly Hills, CA Feb 2009 - Sep 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Joseph A. O'boyle
Phone Number: 310-601-7075
Firm Website: http://www.oboylewm.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    312
    MILLIONS
  • Total Number of Accounts
    1,417
    ACCOUNTS
  • Average Account Value
    $220,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, NY, TX

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