Timothy Boyle (CRD# 4826178) is an Investment Advisor Representative working at Radix Wealth in Scottsdale, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Radix Wealth, LLC | Scottsdale, AZ | Sep 2023 - Current | < 1 |
| Boyle Group Insurance Services | Seattle, WA | May 2022 - Current | 1 |
| Tbg Financial, Llc Dba The Boyle Group Wealth Management | Seattle, WA | Nov 2015 - Current | 8 |
| The Boyle Group. LLC | Seattle, WA | May 2015 - Current | 8 |
| Cetera Advisors | Denver, CO | Apr 2014 - Nov 2018 | 4 |
| Cetera Advisors LLC | Denver, CO | Apr 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- AZ
- WA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$429,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, WA
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