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Faith Elizabeth Boylen

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$451K average
Assets Under Management
$477.1M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

608 S.W. 3rd St., Lee'S Summit, MO, 64063

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Investment Management, INC
March 2025 - Present · 11 mos
Cambridge Investment Research, INC.Broker
October 2024 - Present · 1 yr 4 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.