JB
James B. Boyle
DYNAMIC WEALTH STRATEGIES
Granite Bay, CA 95746
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CRD#: 5570142
JB
Professional summary
James Brian Boyle, who also goes by Brian Boyle, is a registered financial advisor currently at DYNAMIC WEALTH STRATEGIES, LLC located in Granite Bay, California.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. James has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Boyle
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) CA insurance agent offering sales of fixed insurance life, health, annuities, disability, & long term care since June 2011. Non-investment related. Approximately 10% time spent. Business conducted at office address of record.
(2) CA real estate agent, since June 2013, non-investment related. Approximately 5% time spent. Business conducted at office address of record.
(3) Principal - Rosewind, LLC - General partner to pooled investment vehicle, since 6/2020, non-investment related. Less than 10% time spent. Business conducted at office address of record.
CRS (Client Relationship Summary) - RIA
Click below to view James Brian 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®
NoneExperience
Current
June 14, 2013 - Present
DYNAMIC WEALTH STRATEGIES, LLC
Office #1: 9700 Village Center Drive Suite 50-a, Granite Bay, CA 95746RIA
CRD#: 167594
Granite Bay, CA
Past
August 14, 2008 - June 14, 2013
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
SAN JOSE, CA
Past
July 31, 2008 - June 14, 2013
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
SAN JOSE, 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".
DW
DYNAMIC WEALTH STRATEGIES, LLC
DYNAMIC WEALTH STRATEGIES, LLC
CRD#: 167594 / SEC#: 801-126356
RIA
Registered Investment Advisory firm - (8/9/2022 Approved)California
Registered Investment Advisory firm - (9/22/2022 Terminated)Texas
Registered Investment Advisory firm - (8/23/2022 Terminated)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(6/14/2013)
IAR
Texas(10/15/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
DW
DYNAMIC WEALTH STRATEGIES, LLC
DYNAMIC WEALTH STRATEGIES, LLC
CRD#: 167594 / SEC#: 801-126356
RIA
Registered Investment Advisory firm - (8/9/2022 Approved)California
Registered Investment Advisory firm - (9/22/2022 Terminated)Texas
Registered Investment Advisory firm - (8/23/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9700 Village Center Drive Suite 50-a, Granite Bay, CA 95746
Mailing Address
Phone number
(916) 673-3470
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 429 |
| AUM (Assets Under Management) | $ 144,952,783 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DYNAMIC WEALTH STRATEGIES, LLC
CRD#: 167594Granite Bay, CA 95746TRUST BUT VERIFY
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