George Boyle (CRD# 2530846) is an Investment Advisor Representative working at Avantax Advisory Services in Awendaw, SC and has over 27 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gw Tax And Accounting, LLC | Awendaw, PA | Nov 2022 - Current | 1 |
| Avantax Planning Partners | Yardley, PA | Oct 2022 - Current | 1 |
| Avantax Advisory Services | Yardley, PA | Nov 2008 - Current | 15 |
| Avantax Investment Services, Inc. | Yardley, PA | Dec 2007 - Current | 16 |
| G P Boyle & Associates, Pc | Yardley, PA | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- PA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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