James Boyle has been an investment adviser representative at Plan First Wealth since February 2022, and is not listed among the firm’s executive officers or direct owners.
Plan First Wealth LLC is a firm with $140M under management, 96 clients and 3 advisers across 3 offices, as of its May 2026 filing.
James Boyle is Partner of Plan First Wealth, based in Greenwich, CT. He graduated with a degree in Economics in 2014 and has spent more than a decade in financial services, across technology-driven financial advice companies, large broker-dealers and registered investment advisors. At Plan First Wealth he specialises in cross-border financial planning.
James Boyle’s longest registration is the current one, 4 years at Plan First Wealth since 2022. Before joining Plan First Wealth in 2022, James Boyle was registered through LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Plan First Wealth LLCCurrent– present · 4 yearsPhiladelphia, PA · Adviser representative · Firm CRD 289185
- LPL Financial LLC– · 2 yearsHarleysville, PA · Adviser representative · Firm CRD 6413
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Plan First Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Boyle is registered as an investment adviser representative in 2 states. The first approvals date from February 2022; the most recent is Texas, in November 2023.
- PennsylvaniaSince 3 February 2022
- TexasSince 14 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 December 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 April 2016 |
| Series 7 | General Securities Representative Examination | 4 March 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Edward Boyle
- CRD
- 6611274
- Firm
- Plan First Wealth · CRD 289185
- Office
- Philadelphia, PA
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planfirstwealth.com
Where does James Boyle work?
James Boyle is an investment adviser representative registered through Plan First Wealth LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is James Boyle a financial advisor?
Yes. James Boyle has a current investment-adviser registration in Pennsylvania and Texas, through Plan First Wealth since February 2022.
How many years of experience does James Boyle have?
James Boyle has 9 years in the financial industry, since February 2017, across 3 adviser firms.
What exams has James Boyle passed?
James Boyle has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2016. FINRA credited James Boyle with the SIE, which began in October 2018.
Where did James Boyle work before Plan First Wealth?
Before Plan First Wealth, James Boyle was registered through LPL Financial LLC, February 2019 to January 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2018 to January 2019.
Where is James Boyle based?
James Boyle’s registered office is in Philadelphia, PA.
Is James Boyle registered with FINRA?
No. James Boyle has no current broker registration.
Is James Boyle a CFP?
Plan First Wealth lists James Boyle with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify James Boyle’s record?
Search CRD 6611274 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Boyle’s full registration record.
