Ryan
Bouchard

Cambridge Investment Research Advisors, Inc

CRD#5150809
Investment Advisor
in Kennesaw, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Bouchard is a financial advisor working out of Kennesaw, Georgia with 3 years of industry experience. Bouchard is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Paychex, Inc, Lpl Financial, The Investment Center Inc, Ic Advisory Services Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Bouchard maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in Connecticut, North Carolina and Texas. Cambridge Investment Research Advisors, Inc is a company that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It controls $82 billion in assets between its 461,370 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fee schedules usually are based on the financial services. Fees charged by Cambridge Investment Research Advisors, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

245 Townpark Dr. Suite 440
Kennesaw, GA 30144

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

GA Average: $9,259,360,772
Total Number of Employees

3,352

GA Average: 166
Total Number of Accounts

461,370

GA Average: 7,189
Average Account Size

$178,659

GA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Ryan Bouchard Work History

Ryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cambridge Investment Research, Inc

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2015 - 2015 (< 1 year)

Lpl Financial

2015 - 2020 (5 years)

The Investment Center Inc

2015 - 2020 (5 years)

Ic Advisory Services Inc

2013 - 2015 (2 years)

Paychex, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Bouchard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Richard Habel
Salt Lake City, UT
Jeffrey Pratt
Portland, OR
Ryan Bouchard
Kennesaw, GA
Andrew Wittich
Houston, TX
Kevin Currutt
Cleveland, OH
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started