Nathaniel BoyleCRD Number: 6050600
Current Firm: Cwm, LLC
Nathaniel Boyle (CRD# 6050600) is an Investment Advisor Representative working at Cwm, LLC in Springfield, IL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Cwm, LLC||Springfield, IL||Feb 2014 - Current||3|
|Lpl Financial LLC||Springfield, IL||Jan 2014 - Current||3|
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Apr 2012 - Jan 2014||1|
|The Rail Golf Course||Springfield, IL||May 2009 - Jan 2012||2|
|St. Joseph's Home||Springfield, IL||Jun 2011 - Jul 2011||< 1|
|Piper Glen Golf Course||Springfield, IL||May 2007 - May 2009||2|
|N/a||Springfield, IL||Jan 2001 - May 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management3,126MILLIONS
Total Number of Accounts14,804ACCOUNTS
Average Account Value$211,177
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV