Lawrence G. Boyles
Professional summary
Lawrence Gregory Boyles, who also goes by Lawrence Boyles, is a registered financial advisor currently at RETIREMENT SPECIALIST located in Houston, Texas.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lawrence has worked at 1 firm and has passed the Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Gregory Boyles's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 1998 - Present
RETIREMENT SPECIALIST
Office #2: 16850 Saturn Lane Suite 100, Houston, TX 77058State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/1998)
Exams
Series 2
Date: 3/1/1996
Non-Member General Securities ExaminationCurrent Firm
RETIREMENT SPECIALIST
CRD#: 114491 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 6,407,044 |
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.
