James Brian Boyle

Employer firm

Dynamic Wealth Strategies, LLC CRD 167594

$191M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Dynamic Wealth Strategies, Llc
  Granite Bay, CA

Previous Registrations

• 2008-08-14 → 2013-06-14
  Independent Financial Group, Llc
  San Diego, CA
  San Jose, CA
  Granite Bay, CA

Other Businesses

(1) CA insurance agent offering sales of fixed insurance life, health, annuities, disability, & long term care since June 2011. Non-investment related. Approximately 10% time spent. Business conducted at office address of record. (2) Principal - Rosewind, LLC - General partner to pooled investment vehicle, since 6/2020, non-investment related. Less than 10% time spent. Business conducted at office address of record.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-12

Other Names

• Brian Boyle