James Boileau
James Boileau is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Duluth, MN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 East Superior Street, Suite 544, Duluth, MN, 55802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the owner and manager of Lake Superior Financial Services, Inc., dedicating a few hours per week to this support company/DBA. He also serves as a board member for the Cathedral of Our Lady of The Rosary Endowment Fund, spending minimal time overseeing investment managers and providing input on fund-related matters.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations12 states
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