BB
Bryan E. Boyle
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
WILKES BARRE, PA 18702
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CRD#: 1149739
BB
Professional summary
Bryan Eugene Boyle, who also goes by Bryan E Boyle, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Wilkes Barre, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Wilkes Barre, Pennsylvania.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Bryan has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan E Boyle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BRYAN E BOYLE, 613 BALTIMORE DRIVE, WILKES BARR, PA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 08/04/94, NIR, 20 HR/WK- 4/TRADING HR.
2)ESTATE PLANNING COUNCIL OF NE PA, 410 SPRUCE STREET, SUITE 200 SCRANTON, PA, PRESIDENT, 9/1/83; 1 HR/MO, 0 HRS/MO DURING TRADING HRS; BOARD MEMBER AND CHAIRPERSON OF TECHNOLOGY AND NEWSLETTER COMMITTEE
3)HOSPICE OF THE SACRED HEART, 600 BALTIMORE DRIVE, WILKES BARRE, PA, 07/01/2006 AS SECRETARY/TREASURER BEING A BOARD MEMBER AND OFFICER OF A NON-PROFIT HOSPICE SERVING THE LOCAL COMMUNITY. SERVICE IS ON A PRO BONO BASIS. NOT INVESTMENT RELATED. NON-PROFIT. DEVOTES 5 HRS/MNTH. NON DURING TRADING.
4)THE EYE INSTITUTE OF THE SACRED HEART, 158 WILKES BARRE TOWNSHIP BLVD, WILKES BARRE, PA 04/23/2007 AS SECRETARY/ TREASURER. BOARD MEMBER OF A NOT-FOR-PROFIT ENTITY PROVIDING MEDICAL EQUIPMENT AND SERVICES TO ASSIST IN HELPING BLIND PEOPLE SEE IN IMPOVERISHED COUNTRIES. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. NON DURING TRADING.
5) WEBSURANCE BENEFITS TRUST, 613 BALTIMORE DRIVE, WILKES BARRE, PA, SETTLOR OR GRANTOR OF VEBA TRUST, 03/01/21, NIR, 1 HR/YR- 0/TRADING HR.
6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 09/15/11
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Eugene Boyle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 15, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 613- Baltimore Dr Ste 3, Wilkes Barre, PA 18702RIA
CRD#: 134139
WILKES BARRE, PA
Current
September 15, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 613 Baltimore Dr Ste 3, Wilkes Barre, PA 18702BD
CRD#: 39543
Wilkes Barre, PA
Past
August 15, 2007 - September 22, 2011
TOWER SQUARE SECURITIES, INC.
RIA
CRD#: 833
WILKES BARRE, PA
Past
June 15, 2004 - September 22, 2011
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
WILKES BARRE, PA
Past
March 30, 1998 - June 7, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
February 28, 1995 - April 3, 1998
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
November 10, 1994 - March 22, 1995
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
March 23, 1993 - November 10, 1994
POLARIS FINANCIAL SERVICES, INC.
BD
CRD#: 14521
CONCORD, NH
Past
May 2, 1986 - December 31, 1989
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
May 2, 1986 - April 5, 1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
June 19, 1983 - May 12, 1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(3/9/2020)
RR
Florida(10/29/2021)
RR
Maryland(3/9/2020)
RR
New Jersey(9/15/2011)
RR
Pennsylvania(9/15/2011)
IAR
Pennsylvania(9/15/2011)
RR
South Carolina(11/24/2020)
RR
Texas(3/12/2020)
IAR
Texas(3/12/2020)
RR
Utah(3/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 10/16/1980
Non-Member General Securities ExaminationSRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Wilkes Barre, PA 18702TRUST BUT VERIFY
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