Wayne Boyles, financial advisor Cincinnati OH
88 score

Wayne Boyles

CRD Number: 6317607
Current Firm: Touchstone Advisors Inc.

Wayne Boyles (CRD# 6317607) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Touchstone Investments Cincinnati, OH Aug 2013 - Current 3
Fort Washington Investment Advisors Cincinnati, OH Apr 2010 - Aug 2013 3
Unemployed Cincinnati, OH Jun 2009 - Apr 2010 < 1
Georgetown University Washington, DC Jul 2007 - Jun 2009 1
Unemployed Raleigh, NC Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Wayne W. Boyles
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,043
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $437,007,509
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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