Bryan
Boyle

Cambridge Investment Research Advisors, Inc

CRD#1149739
Investment Advisor
in Wilkes Barre, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryan Boyle is a chartered financial consultant operating in Wilkes Barre, Pennsylvania with 12 years of relevant experience. Boyle is on the advisory team at Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Self-Employed - Financial Services, Howell Benefit Services, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Boyle maintains a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Pennsylvania and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm based out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It oversees $82 billion in assets among its 461,370 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Cambridge Investment Research Advisors, Inc performs a number of services, including 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. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

12 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

613- Baltimore Dr Ste 3
Wilkes Barre, PA 18702

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

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

3,352

PA Average: 166
Total Number of Accounts

461,370

PA Average: 7,189
Average Account Size

$178,659

PA 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

Bryan Boyle Work History

Bryan has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Cambridge Investment Research, Inc

2011 - Present (13 years)

Cambridge Investment Research Advisors, Inc

1994 - Present (30 years)

Self-Employed - Financial Services

1994 - Present (30 years)

Howell Benefit Services

*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 Bryan Boyle 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

Herbert Modrak
Glen Allen, VA
Tomas Cern
Tolland, CT
Laurie Taylor
Ormond Beach, FL
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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