Michael BoyleCRD Number: 5055259
Current Firm: Commonwealth Financial Network
Michael Boyle (CRD# 5055259) is an Investment Advisor Representative working at Commonwealth Financial Network in Chadds Ford, PA and has over 16 years of experience in the finance industry. Michael 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.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Commonwealth Financial Network||Waltham, MA||Jan 2018 - Current||3|
|Financial Advisors Of Delaware Valley||Wilmington, DE||Sep 2008 - Jan 2018||9|
|Principal Life Insurance Company||Wilmington, DE||Oct 2005 - Jan 2018||12|
|Princor Financial Services Corporation||Wilmington, DE||Oct 2005 - Jan 2018||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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