Nathaniel Boyle, financial advisor Springfield IL
90 score

Nathaniel Boyle

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Springfield, IL Feb 2014 - Current 2
Lpl Financial LLC Springfield, IL Jan 2014 - Current 2
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
Contact Info for Nathaniel J. Boyle
Phone Number: 402-330-0808
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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