Joseph A. O'boyle
Professional summary
Joseph Anthony O'boyle, CFP®, who also goes by Joe O'boyle, is a registered financial advisor currently at O'BOYLE WEALTH MANAGEMENT, INC. located in Beverly Hills, California.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Anthony O'boyle's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
May 9, 2018 - Present
O'BOYLE WEALTH MANAGEMENT, INC.
Office #1: 9701 Wilshire Blvd Suite 630, Beverly Hills, CA 90212June 26, 2009 - May 17, 2018
VOYA FINANCIAL ADVISORS, INC.
February 24, 2009 - May 17, 2018
VOYA FINANCIAL ADVISORS, INC.
October 31, 2005 - February 26, 2009
OSAIC SERVICES, INC.
February 10, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
Primary Firm SEC Registration
O'BOYLE WEALTH MANAGEMENT, INC.
CRD#: 292849 / SEC#: 801-113180
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2018)
(5/9/2018)
Exams
Current Firm
O'BOYLE WEALTH MANAGEMENT, INC.
CRD#: 292849 / SEC#: 801-113180
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,472 |
| AUM (Assets Under Management) | $ 369,673,447 |
Red Flags
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