Bryan Boyle, financial advisor Wilkes-Barre PA
96 score

Bryan Boyle

CRD Number: 1149739
Current Firm: Cambridge Investment Research Advisors, Inc.

Bryan Boyle (CRD# 1149739) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilkes-Barre, PA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2011 - Current 5
Howell Benefit Services Wilkes-barre, PA Sep 1994 - Current 22
Self-employed - Financial Services Wilkes-barre, PA Aug 1994 - Current 22
Tower Square Securities Inc. Hartford, CT Jun 2004 - Sep 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
Contact Info for Bryan E. Boyle
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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