John L. Boyle

LENNOX FINANCIAL

SWAMPSCOTT, MA 01907

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CRD#: 1155289

Professional summary

John Lennox Boyle, CFP® is a registered financial advisor currently at LENNOX FINANCIAL located in Swampscott, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I INTEND TO PROVIDE SERVICES AS A REGISTERED INVESTMENT ADVISER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Lennox Boyle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

February 13, 1998 - Present

LENNOX FINANCIAL

Office #1: 168r Humphrey Street, Swampscott, MA 01907

RIA

CRD#: 132182

SWAMPSCOTT, MA

Past

September 10, 2004 - January 5, 2005

FOX ADVISOR GROUP

RIA

CRD#: 130593

SWAMPSCOTT, MA

Past

June 25, 1990 - December 31, 2004

FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

SCOTTSDALE, AZ

Past

July 20, 1983 - June 20, 1990

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/13/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 4/19/1983

National Commodity Futures Examination

Current Firm

LENNOX FINANCIAL

JOHN L. BOYLE DBA LENNOX FINANCIAL | LENNOX FINANCIAL

CRD#: 132182 / SEC#:

Arizona

Registered Investment Advisory firm - (9/25/2006 Approved)

Massachusetts

Registered Investment Advisory firm - (2/13/1998 Approved)

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Contact information

Main Address

168r Humphrey Street, Swampscott, MA 01907

Mailing Address

Phone number

(781) 592-6662

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 17,137,725

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John L. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Lennox Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

LENNOX FINANCIAL

FOX ADVISOR GROUP

FOX & COMPANY INVESTMENTS INC.

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/1995

Series 63

Date: 3/2/1984

Series 7

Date: 7/16/1983

Series 3

Date: 4/19/1983

Current Firm

LENNOX FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LENNOX FINANCIAL

TRUST BUT VERIFY

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