Richard S. Boyles

BRIGHTSCAPE INVESTMENT CENTERS

Dallas, TX 75204

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CRD#: 4746252

Professional summary

Richard Scott Boyles MR., CFP® is a registered financial advisor currently at BRIGHTSCAPE INVESTMENT CENTERS located in Dallas, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Richard has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Scott Boyles MR.'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: 2007

Experience

Current

September 16, 2004 - Present

BRIGHTSCAPE INVESTMENT CENTERS

Office #1: 3400 Oak Grove Suite 302, Dallas, TX 75204

RIA

CRD#: 129597

Dallas, TX

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

California
(10/15/2020)

IAR

Texas
(9/16/2004)

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: 12/18/2003

Uniform Investment Adviser Law Examination

Current Firm

BRIGHTSCAPE INVESTMENT CENTERS

BRIGHTSCAPE INVESTMENT CENTERS | BRIGHTSCAPE INVESTMENT CENTERS,INC.

CRD#: 129597 / SEC#:

Arizona

Registered Investment Advisory firm - (8/19/2020 Approved)

California

Registered Investment Advisory firm - (10/15/2020 Approved)

Colorado

Registered Investment Advisory firm - (1/2/2019 Approved)

Florida

Registered Investment Advisory firm - (11/17/1999 Approved)

Georgia

Registered Investment Advisory firm - (12/31/2007 Terminated)

Illinois

Registered Investment Advisory firm - (12/31/2007 Terminated)

Maryland

Registered Investment Advisory firm - (11/29/2007 Approved)

New York

Registered Investment Advisory firm - (11/29/2006 Terminated)

Texas

Registered Investment Advisory firm - (9/16/2004 Approved)

Virginia

Registered Investment Advisory firm - (4/25/2007 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Miami, FL

Mailing Address

Phone number

(305) 233-6222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	391
AUM (Assets Under Management)	$ 104,000,000

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.

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Richard S. Boyles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Scott Boyles MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTSCAPE INVESTMENT CENTERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2003

Current Firm

BRIGHTSCAPE INVESTMENT CENTERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTSCAPE INVESTMENT CENTERS

TRUST BUT VERIFY

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