JB
James Boyd
from Asset Management Resources, LLC
James Boyd is a financial advisor based in Massachusetts, Hyannis,
with 33 years of experience. James currently works for
Asset Management Resources, LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Boyd works at Asset Management Resources, LLC
Asset Management Resources, LLC is a financial advisory firm based in Hyannis, Massachusetts. It currently has approximately $209,424,908 of assets under management and employs about 9 people. Asset Management Resources, LLC uses a fee structure of a percentage of assets under your management, hourly charges and financial planning services on a subscription basis.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
25 years
Fee structure
A percentage of assets under your management, hourly charges and financial planning services on a subscription basis
Office location
1060 Falmouth Road, Suite B-2, Hyannis, Massachusetts, 2601
Advisor can help with
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