John Boyle is a registered investment advisor at Stifel Independent Advisors, LLC, based in Landrum, SC, with 45 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
910 E. Rutherford Street, Landrum, SC, 29356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John manages multiple rental properties and is a member/partner and manager at Free Hold Financial Group LLC. He also works as an independent contractor for the U.S. Equestrian Federation and is a notary public for the state of South Carolina.
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Investment Management & Research, INCBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations9 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.