John D Boyle

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Albuquerque, NM
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Albuquerque, NM
• 05/2023 → 06/2024
  Texas Capital Wealth Private Advisors
  Dallas, TX
• 05/2023 → 06/2024
  Texas Capital Bank
  Dallas, TX
• 05/2023 → 06/2024
  Tcbi Securities
  Dallas, TX
• 06/2024 → 08/2024
  Unemployed
  Wimberley, TX
• 08/2024 → 04/2025
  Hilltop Securities Inc.
  Houston, TX
• 04/2025 → 10/2025
  Ameriprise Financial Services, Llc
  Austin, TX
• 11/2025 → Present
  Truist Investment Services, Inc.
  Austin, TX
• 11/2025 → Present
  Truist Advisory Services, Inc.
  Austin, TX

Previous Registrations

• 2025-04-07 → 2025-11-28
  Ameriprise Financial Services, Llc
  Austin, TX
• 2024-08-12 → 2025-04-29
  Hilltop Securities Inc.
  Houston, TX
  Plano, TX
• 2023-06-02 → 2024-06-14
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 2011-01-03 → 2023-05-23
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Albuquerque, NM
  Brownsville, TX
  Anthony, NM
  San Antonio, TX
  Abilene, TX
  New Braunfels, TX
  Austin, TX
  Austin, TX
  Scottsdale, AZ
  Bee Cave, TX
  Austin, TX
  Greenwood Village, CO
  Houston, TX
  St. Louis, MO
  San Antonio, TX
• 2009-12-07 → 2011-01-03
  Wells Fargo Investments, Llc
  Albuquerque, NM
• 2008-04-24 → 2009-12-10
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Houston, TX
• 2007-12-19 → 2008-03-19
  Chase Investment Services Corp.
  Arlington, TX
  Dallas, TX
  Arlington, TX
  Arlington, TX
  Grand Prairie, TX
  Abilene, TX
  Arlington, TX
  Odessa, TX
  Abilene, TX
  Arlington, TX
  Odessa, TX
  Midland, TX
  Arlington, TX
  Levelland, TX
  Hurst, TX
  Grand Prairie, TX
  Midland, TX
  Keller, TX
  Richland Hills, TX
  Dallas, TX
• 2007-05-29 → 2007-12-10
  Citigroup Global Markets Inc.
  Irving, TX
• 2005-06-09 → 2007-05-29
  Citicorp Investment Services
  Abilene, TX
  Irving, TX
  Abilene, TX
• 2002-10-07 → 2005-06-13
  A. G. Edwards & Sons, Inc.
  Abilene, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-29
• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Other Names

• John David Boyle
• John Boyle