Joshua Boyle
Advisor at Stephens
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Joshua Boyle is a financial advisor with Stephens in Winston Salem, NC, holding a Series 66 designation and 14 years of industry experience. Before joining Stephens in 2022, he worked at Edward Jones from 2015 to 2022. Outside of his advisory role, he is the owner and manager of Hive One LLC, a rental business based in Lexington, NC. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a structured investment process supported by in-house research and affiliated sub-advisors, offering a range of strategies and specialized programs such as Small-Mid Cap SMID.
Client services
Based on Stephens
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Fixed fees on a 'per job' basis for certain services, negotiated in advance
Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs
Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance
Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually
Minimum fee: A minimum fee is assessed per account (specific amount not stated)
Location
101 S. Stratford Road
Winston Salem, NC 27104
Most active in
Joshua B has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
Stephens
2022 - Present (4 years)
Edward Jones
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kathryn H
Series 65
Winston Salem, NC
Wrenn House Investments LLC
Anne Marie W
CFP®, Series 66
Lewisville, NC
Curated Capital & Planning LLC
Danny F
Series 63, Series 65
Winston Salem, NC
Darda Financial
Stephen T
Series 66
High Point, NC
Generations Investment Advisors, LLC
Perry C
Series 66
Winston Salem, NC
Grand Street Capital Management, L.L.C.
Brett N
Series 65
Winston Salem, NC
Kensington Financial Group, Inc.
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