Cynthia Boyle
Cynthia Boyle is a registered investment advisor at Stifel Independent Advisors, LLC, based in Landrum, SC, with 48 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Cynthia owns multiple rental properties and is co-owner of Freehold Financial Group LLC. She also serves as a board member for the US Para Dressage Foundation and is an advisor for I.S.L.E. Isle of Palms Literary Events.
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations13 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.