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George P Boyle Jr

Investment Adviser Representative at AVANTAX PLANNING PARTNERS, INC.

Mount Pleasant, SCCRD #2530846Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaPennsylvaniaSouth Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/13/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 1/21/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/6/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/21/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $1,000,0001.25%
$1,000,001 to $2,000,0001.00%
$2,000,001 to $5,000,0000.75%
Over $5,000,0000.60%
Source

Avantax Planning Partners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CETERA INVESTMENT ADVISERS LLCCurrent
9/5/2025Mount Pleasant, SC
AVANTAX PLANNING PARTNERS, INC.Current
10/11/2022Awendaw, SC
AVANTAX ADVISORY SERVICES
11/19/20089/5/2025Awendaw, SC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George P Boyle Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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