George Boyle is a PFS-designated registered investment advisor, based in Yardley, PA, with 20 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold.
Location
85 South Main Street, Suite 202, Yardley, PA, 19067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is the President of G P Boyle & Associates, PC, providing tax preparation and accounting services, dedicating nearly full-time hours. He is also the CFO of Retirement Plan Playbook, Inc. and an accountant for GW Tax and Accounting, LLC, spending about half his time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Transamerica Financial Resources, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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