James McClure, financial advisor Beverly Hills CA

James McClure

CRD 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.

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Company Name Location Dates Years
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
Contact Info for James C. McClure
Phone Number: 310-601-7075
Firm Website: http://www.oboylewm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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