BP
BP

Boston Ryan Prachyl

5 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

13475 Atlantic Blvd. Unit 8, Suite M779, Jacksonville, FL, 32225

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History

Regulatory History (1)
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Criminal
September 2011
Final Disposition
Other Business ActivitiesSells Insurance

Boston works as an investment advisor representative and registered representative, dedicating nearly all of his time to these roles. He also helps clients with fixed insurance needs, spending about three-quarters of his time on this activity.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - Present · 1 yr 7 mos
49 Financial
February 2023 - Present · 3 yrs
Previous Registrations
Thrivent Advisor Network, LLC
July 2020 - December 2022 · 2 yrs 5 mos
Pks Advisory Services, LLC
March 2020 - July 2020 · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2020 - January 2024 · 3 yrs 11 mos
State Registrations4 states
FLNYSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.