GB
George P. Boyle
AVANTAX PLANNING PARTNERS
Awendaw, SC
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CRD#: 2530846
GB
Professional summary
George P Boyle JR is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Awendaw, South Carolina and CETERA INVESTMENT ADVISERS LLC located in Awendaw, South Carolina.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. George has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
1) G P Boyle & Associates, PC~'NIR'~1051 Lindenhurst Road~Yardley~PA~19067~Tax Preparation/Accounting~President~1/1/2008~172hrs~140hrs~Tax and accounting advice and preparation 2) Retirement Plan Playbook, Inc.~'NIR'~1051 Lindehurst Road~Yardley~PA~19067~Business/Management Consulting~Chief Financial Officer~7/17/2017~5hrs~5hrs~Managing the finances of the business 3) GW TAX AND ACCOUNTING, LLC POSITION: Accountant NATURE: Tax Preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 11/01/2022 ADDRESS: 85 S Main Street, Suite 201, Awendaw PA 19047, United States DESCRIPTION: Prepare personal and business tax returns. 4) GW Tax and Accounting, LLC; Accountant; Tax Preparation.; NIR; 50; 11/01/2022; 85 S Main Street Awendaw PA 19047; Prepare personal and business tax returns.
CRS (Client Relationship Summary) - RIA
Click below to view George P Boyle JR'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®
NoneExperience
Current
October 11, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #2: 85 South Main Street, Yardley, PA 19067RIA
CRD#: 106237
Awendaw, SC
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 85 South Main Street Suite 202, Yardley, PA 19067RIA
CRD#: 105644
AWENDAW, SC
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 85 South Main Street Suite 202, Yardley, PA 19067BD
CRD#: 13572
Yardley, PA
Past
November 19, 2008 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Awendaw, SC
Past
February 7, 2008 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Awendaw, SC
Past
January 23, 1997 - March 3, 1999
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
California(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Maine(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
IAR
Pennsylvania(10/11/2022)
RR
Pennsylvania(9/5/2025)
IAR
South Carolina(6/5/2024)
RR
South Carolina(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
