James Boylan (CRD# 4481414) is an Investment Advisor Representative working at Buckingham Strategic Partners, LLC in Phoenixville, PA and has over 16 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Financial Services, LLC | Phoenixville, PA | Apr 2020 - Current | 4 |
| Buckingham Strategic Partners | Phoenixville, PA | Jun 2019 - Current | 4 |
| Sei Investment Management Company | Oaks, PA | Jul 2007 - Jun 2019 | 11 |
| Sei Investments | Wayne, PA | Nov 2001 - Jun 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
- PA
-
Total Assets Under Management25,739MILLIONS
-
Total Number of Accounts76,491ACCOUNTS
-
Average Account Value$336,494
- 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 investment companies (as well as "business development companies")
- 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
- 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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