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Joseph Francis Boyle

Investment adviser representative at Kintra Wealth, LLC
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Kintra Wealth, LLCDec 2025 to now
  2. Brokers International Financial ServicesOct 2019 to now
  3. Voya Financial AdvisorsSep 2014 to Sep 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (PA).

Kintra Wealth, LLC

$1.5BAssets managed
2,914Clients
39Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4786879
Firm CRD
299407
Advisor's SEC record (opens in a new tab)
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