James Boyd
James Boyd is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, DE, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
615 W. 18th Street, Wilmington, DE, 19802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James manages portfolios, builds models, and conducts financial planning and research through Van Buren Financial Group LLC, dedicating nearly full-time hours to this. He also has the ability to sell various types of annuities through Avantax Insurance Agency, volunteers with the Association of Financial Educators, and serves as a board member for Reading Assist.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Fs Investment Solutions, LLCBroker
J.P. Morgan Securities LLCBroker
Wts Proprietary Trading Group LLCBroker
State Registrations9 states
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