Advisor at Tennessee Valley Investment Management
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Firm
Tennessee Valley Investment Management
Location
Huntsville, AL
Credentials
Series 65
Industry experience
17 years
James Boyle is a financial advisor at Tennessee Valley Investment Management in Huntsville, AL, holding a Series 65 credential with 17 years of industry experience. Prior to founding his current firm, he worked for 11 years at Saliba Asset Management. Tennessee Valley Investment Management provides discretionary portfolio management, investment consultations, and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis supported by third-party research, focusing on hands-on advisory work in special situations and managing a concentrated client base.
Based on Tennessee Valley Investment Management
$0.01 - $1,000,000: 2.00% per annum maximum $1,000,000+: 2.00% per annum maximum
$200.00 per hour for Financial Consulting/Planning services
Huntsville, AL
Alabama
Saliba Asset Management
2008 - 2019 (11 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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