James McClureCRD Number: 7301580
Current Firm: O'boyle Wealth Management, Inc.
James McClure (CRD# 7301580) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has 1 year of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|O'boyle Wealth Management, Inc.||Beverly Hills, CA||Oct 2020 - Current||1|
|O'boyle Wealth Management, Inc.||Beverly Hills, CA||Jul 2020 - Oct 2020||< 1|
|Unemployed||Los Angeles, CA||Jun 2019 - Jun 2020||1|
|Wake Forest University||Winston-salem, NC||Aug 2015 - May 2019||3|
|Silverridge Asset Management||New York, NY||Jun 2018 - Aug 2018||< 1|
|The Vanguard Group||Central,||Jun 2017 - Aug 2017||< 1|
|The American School In London||London,||Aug 2007 - Jul 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2020|
Total Assets Under Management270MILLIONS
Total Number of Accounts1,238ACCOUNTS
Average Account Value$218,170
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, NY, TX
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