James
Boyd
Avantax Advisory Services
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About this Advisor
James Boyd is a financial advisor based in Wilmington, Delaware, working with Avantax Advisory Services. James has previously held positions at Us Air Force Reserve, Fs Investment Solutions, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Van Buren Financial Group LLC, and Avantax Insurance Agency And/Or Avantax Insurance Services. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware. Currently, James is part of Avantax Advisory Services, which operates out of Wilmington, Delaware. The firm has 1,923 offices and 2,278 employees. The firm manages assets totaling $46.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Avantax Advisory Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$46,109,939,749
2,278
140,306
$328,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Boyd Work History
Avantax Investment Services, Inc
Avantax Advisory Services
Van Buren Financial Group LLC
Avantax Insurance Agency And/Or Avantax Insurance Services
Fs Investment Solutions, LLC
Us Air Force Reserve
Disclosures
Please visit the SEC profile of James Boyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Buffalo, NY
Coppell, TX
Eugene, OR
Wenatchee, WA
Los Angeles, CA
Noblesville, IN
Aurora, CO
Coppell, TX
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